Catalog Career development Banking assessment

Banking assessment

Context

The ISFB banking assessment is designed specifically for the banking sector. It is offered as part of an evolution, a change of function or a recruitment process. Its aim is to assess the social, managerial and methodological skills of one or more employees, in the context of the banking ecosystem. It generally takes place over half a day, during which the employee takes a psychometric test, before participating in a series of exercises, under the observation of a specialized jury. As a member of SwissAssessment, ISFB follows standardized steps.

Key objectives

- Initial setting of the objective by the member institution
- Definition of the requirements profile by the member institution
- Specification of the tests carried out, the observation and assessment system
- Conduct of the assessment
- Feedback and interpretation of the results
- Delivery of the final report

Target audience

- Individual assessment: support as part of an appointment process
- Development assessment: support as part of a function transition within the same establishment
- Selection assessment: support in assessing a candidate's profile during a recruitment process.

Admission requirements

Price on request

Assess1

Assessment 1

Content: An ISFB banking assessment evaluates the social, managerial and methodological skills of employees in the banking context. It combines a psychometric test with practical exercises observed by a specialized jury. The results, analyzed and presented in a report, are used to support an appointment, development or recruitment process.

Duration: 1h00

Possible speakers: Stéphane BONZON, Diana MOOSER

Assess2

Assessment 2

Duration: 1h00

Possible speakers: Stéphane BONZON, Diana MOOSER

Emotional regulation: a key professional skill for staying clear-headed in complex situations

Mathias Baitan - General Manager ISFB

"Staying clear-headed when everything is in turmoil: emotional regulation is a quiet strength that helps you make the right decisions."

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Interview with Michel Gavin: Talent Development, Innovation and Human-IA Collaboration

Michel Gavin - Human Resources Director, Banque Banorient (Suisse) SA

"In a supportive and respectful environment, the Assessment provides participants with individualized feedback and practical recommendations aimed at maximizing their potential and supporting their professional development within the organization."

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What the career paths of Swiss bank executives tell us about skills and talent development

Stéphane Bonzon - Psychologist ISFB

"Talent development is essential to ensure access to qualified specialists capable of maintaining the high level of expertise in the French-speaking Swiss financial center, an area in which the ISFB plays a leading role."

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Stéphane BONZON

Stéphane holds a Master's degree in Counseling and Guidance Psychology (University of Lausanne) and a MAS in Career Management (University of Geneva). With significant experience in the banking, technology, and public service sectors, he has been supporting a variety of audiences at the intersection of human and organizational development for 15 years.
He also held the position of assistant professor and research assistant during the 2021-2022 academic year at the Guidance and Counseling Service of the Institute of Psychology at the University of Lausanne. He joined the ISFB on May 1, 2023.
His interests focus on two major transformational dynamics: AI and ecological upheavals. Their effects on work and employment raise key questions in terms of guidance, training, skills, employability, and career development.

Diana MOOSER

Diana is an HR skills consultant at ISFB, where she supports talent development, skills assessments, and career paths with a holistic and personalized approach. She has over 20 years of experience in human resources, mainly in the private banking and trading sectors. She holds several MAS, DAS, and CAS degrees in human development, human capital, and project management, as well as certifications in change management and coaching, reinforcing her expertise in supporting individual and collective transformation. Diana is particularly involved in career support and professional transition programs for banking professionals. Her approach emphasizes personal and professional development, helping individuals identify and leverage their skills in a changing environment.