Jean (John) Pfeifer

Director UBS

  • Zurich

World class energetic speaker on Wealth Management &Talent Management, who can combine strategy with very hands-on practical best practices.

Contact

Media

Social

Biography

Jean is a very passionate speaker who can captivates the attention of his audience thanks to his wealth of experience, anectodes and stories in his core topics: banking, customer experience and talent management/development. Jean is very expressive, feels at ease with small and large groups, thanks to his >15 years experience in training and his enthusiasm communicating with people. His strenghts are combining sound knowledge with practical experience and his strong ability to make complex concepts understandable and easily applicable.

Jean combines his long Wealth Management (WM) banking experience with his passion for the learning function to create programs that boost employees performance to
generate more revenues. After 10 years at the front office as Client Advior and Desk
Head, he joined the UBS Business University in the UBS Learning strategy, then
became Talent Manager for the regions LATAM+MEA. In 2006, he created the
Internal Faculty of the UBS WM Campus APAC in Singapore and in 2007 built the
learning function at UBS WM Japan, to transfer the critical business skills to
Japan. He is now back at UBS Headquarters as Sales Manager for WM Switzerland.
He graduated in Economics from the University of Applied Sciences of Lausanne with
postgraduates studies at UC Berkeley, has a Swiss Federal Advanced Diploma in
Corporate training and a Master of Advanced Studies in Human Systems Engineering.
He teaches finance at ISFB in Geneva and Banking strategy for the Federal Diploma
in Banking and Finance.

-> Experienced in designing and executing performance improvement solutions, through learning and non-learning interventions.

-> Sound knowledge in banking, corporate training, talent development and performance management. Seasoned facilitator, trainer and lecturer (> 3000 stage hours).

-> Deep expertise in the financial services industry with cross-industry knowledge & exposure by advising and teaching for various companies and professional associations.
Specialties

Best practices in Private Banking, Talent management, learning culture, instructional design, training delivery, performance management, coaching (certified coach), sales training, group facilitation, teaching (economics, finance, sales, talent management).

Industry Expertise

Training and Development
Talent Management
Financial Services

Areas of Expertise

Private Banking
Wealth Management
Customer Experience
Talent Management
Blue Ocean Strategy

Accomplishments

Professor at ISFB (Training Center for Geneva Private Bankers)

2007-12-31

Sales Manager Wealth Management UBS

2010-04-29

Director Learning & Development Strategy UBS Wealth Management HQ, Zurich

2003-12-30

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Education

HEC Paris

Open Program

Leading Strategies for Outstanding Performance

2012

University of Applied Sciences, Lausanne

Master of Advanced Studies

Human Systems Engineering

2004

IMD

Open Program

Strategy

2006

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Style

Availability

  • Keynote
  • Moderator
  • Panelist
  • Workshop Leader
  • Corporate Training

Fees

$1000 to $5000*Will consider certain engagements for no fee