Jean (John) Pfeifer
Director | UBS
Zurich, SWITZERLAND
World class energetic speaker on Wealth Management &Talent Management, who can combine strategy with very hands-on practical best practices.
Media
Publications:
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Videos:
Audio/Podcasts:
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 (3)
Training and Development
Talent Management
Financial Services
Areas of Expertise (5)
Private Banking
Wealth Management
Customer Experience
Talent Management
Blue Ocean Strategy
Accomplishments (10)
Advisory Board Member of the Global Council of Corporate Universities (professional)
Founder of the Geneva Learning managers Roundtable (professional)
Professor in Banking Strategy (Swissbanking) (professional)
Aff. Professor HEC Paris (professional)
2011-11-14
Project Manager UBS Wealth Management Campus APAC, Singapore (professional)
2006-09-30
Professor at ISFB (Training Center for Geneva Private Bankers) (professional)
2007-12-31
Sales Manager Wealth Management UBS (professional)
2010-04-29
Director Learning & Development Strategy UBS Wealth Management HQ, Zurich (professional)
2003-12-30
Talent Manager UBS (Latin America, Middle East, Africa, Mediterranean) (professional)
2008-04-29
Chief Learning Officier UBS Japan, Tokyo (professional)
2007-03-31
Education (8)
UC Berkeley: Postgr. studies, International Business, Organizational Behavior 2000
UBS: Wealth Management Diploma, Wealth Management 1998
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
University of Applied Sciences, Lausanne, Switzerland: MSc, Economics 1999
Swiss Advanced Federal Diploma in Corporate Learning: Master, Corporate training 2002
IMD: Open Program, Leading High Impact Learning 2007
Style
Availability
- Keynote
- Moderator
- Panelist
- Workshop Leader
- Corporate Training
Social