Catalog Career development Bilan de compétences OCE

Bilan de compétences OCE

Context

In an ever-changing banking environment, professionals in transition need to identify and enhance their skills in order to bounce back effectively on the job market. ISFB's skills assessment program offers structured, sector-specific support for finance specialists in French-speaking Switzerland.

Key objectives

- Evaluate technical and behavioral skills specific to the banking sector.
- Identify strengths and areas for development to enhance employability.
- Draw up a realistic career plan in line with financial market trends.
- Facilitate professional reintegration by highlighting transferable skills.

Target audience

- Professionals in the banking sector registered with the OCE, looking for work or retraining.
- Financial specialists wishing to take stock of their skills and define a new career direction.
- Candidates wishing to enhance their experience in a context of transition or repositioning.

Stakeholders

Sessions are led by an expert (an expert banking coach, a former HRD or HR BP coach).

Practical information

Please consult your investment advisor if you wish to benefit from this measure.
A report is provided to the client and the investment advisor at the end of the assessment.
Registrations may only be made after authorization by the OCE/ORP investment advisor. This type of measure may be granted provided that the conditions for granting it are met and that an application is submitted to the competent ORP.

kick

Kick-off

Contents: Skills assessment

Duration: 3h00

Format: In-person

Possible speakers: Maryse Gabay, Diana Mooser, Evelyne Rechenmann, Antonio Flores, Marie Herbinière, Jean Pfeifer

Balance sheet

Test WAVE

Content: The WAVE test assesses the behavioral skills and professional motivations of individuals in a work context. It provides a clear mapping of strengths, limitations and work styles to optimize job and team fit. The results can be used to develop potential, guide career paths and support strategic HR decisions.

Duration: 1h00

Format: In-person

bilan_tech

1 or 2 technical tests

Content: It is necessary to choose one or two technical tests from the following options: - Wealth & Asset Management - Private Banking & Front Office - Risk, Legal & Compliance - Banking Operations - International Trade Finance - Private/SME Financial Advisor

Duration: 3h00

Format: In-person

bilan_rest

Individual feedback interview

Content: The individual feedback interview concludes the assessment. It provides an opportunity to present and explain the results obtained, both on the Wave test and on the selected technical tests.

Duration: 1h30

Format: In-person

Possible speakers: FLORES Antonio, PFEIFER Jean, HERBINIERE Marie, MOOSER Diana

WAVE1

Training Day - WAVE

How ISFB is committed to a targeted approach to recruitment for job seekers

Diana Mooser & Mathias Baitan - HR Skills Consultant & General Manager

"The ISFB supports financial institutions in their recruitment efforts by providing them with a pool of skilled and readily available candidates. All of this is done in accordance with a clear guideline that is central to its mission: to focus its recruitment efforts on job seekers rather than on employees already working at member institutions."

Read the interview

The importance of dialogue and proactivity

Marie Herbinière - ISFB skills assessment consultant

"My role is to support beneficiaries in getting started."

Read the interview

An important partner for employment

Caroll Singarella - Service des mesures pour l'emploi, Office cantonal de l'emploi, Geneva

"The ISFB has real legitimacy among employers and employees."

Read the interview

It helps him make the transition from trading to HR, by leveraging his transferable skills

Daniela Mendez - OCE personnel consultant

"Daniela Mendez, personnel consultant at OCE, tells us how Anna, one of her candidates, found a job in HR after years of experience in commodities trading in Geneva."

Read the interview

Maryse GABBAY

With a Master's degree in Economics and Social Sciences and a CAS in Adult Education, Maryse is in charge of Banking Certifications at the ISFB and is also involved in various development projects for the association, as well as in setting up tailor-made training mandates and career development services for member banks.
With over 30 years of experience in sales, consulting, training, and employee development, her areas of expertise include designing banking certification programs, training engineering, social skills development, individual coaching, and customer relationship 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.

Evelyne Rechenmann

With over 12 years of experience in banking recruitment and talent development, Evelyne manages placements for the ISFB. She plays a key intermediary role, supporting member banks in their search for talent, job seekers in their return to work, and employment agencies seeking to promote re-employment. Fluent in four languages, Evelyne also conducts skills assessments and helps promote the skills of banking professionals seeking employment. Passionate about communication and human contact, she supports each individual with commitment and adaptability.

Antonio FLORES

Antonio has been a Skills Advisor at ISFB since 2025. With nearly 20 years of experience in the banking sector, particularly in Fund Dealing and Middle Office, he has enriched his career with significant experience in teaching young people and adults, including those with special needs. With a Bachelor's degree in Education Sciences from the University of Geneva and several certifications in skills assessment, he supports beneficiaries in their professional development and career choices. Convinced that learning comes from reflecting on experience, he encourages awareness and appreciation of each individual's resources. His approach is characterized by authenticity, attentive listening, and an objective perspective.

Marie HERBINIERE

As a facilitator coach, Marie helps people get started in the areas of career development and stress management. She enjoys meeting people and discovering their potential in terms of skills and personal functioning, using the WAVE psychometric tool. Her 20 years of banking experience in trading and human resources enable her to analyze profiles in detail. She sees skills assessments as a real career facilitator. Her approach is structured, human, and solution-oriented. She creates a framework of trust that promotes awareness, autonomy, and action.

Jean PFEIFER

Jean has firsthand knowledge of banking careers and the issues raised by career transitions. He worked for 24 years at UBS in management, talent development, and training roles in Switzerland, Europe, and Asia. After holding positions such as RM, Desk Head, Talent Manager EMEA, PM Corporate University in Singapore, CLO UBS Japan, and Sales Manager WM in Zurich, he left the bank in 2012 to become a consultant. Since then, he has trained professionals from all sectors and has conducted numerous career assessments as part of ISFB programs since 2015. His training combines hard skills (MA in Business Economics) and human skills (MA Human Systems Engineering), complemented by a federal trainer's diploma. He supports our clients in French and English.