Catalog Career development Development assessment

Developmental assessment

Context

The development assessment is a unique tool offered by the ISFB that enables us to evaluate an employee's technical and interpersonal skills at a given moment, in order to identify the avenues for development open to him or her.

A complementary tool to a more global assessment, the development assessment is an ideal instrument for highlighting current skills and engaging in an in-depth conversation with your employer when you are looking to develop your career.

Target audience

- Employed banking and finance professionals wishing to take stock of their current knowledge and skills
- Talent and potential employees wishing to engage in a conversation with their employer about career paths within the company
- Job-seeking banking and finance professionals wishing to identify possible measures to maximize their chances of finding a position matching their expectations and personal skills

Stakeholders

Sessions are conducted by an expert depending on the client's choice (a coach with expertise in banking, a former HRD coach, a career psychologist, etc.)

Practical information

The needs definition and feedback sessions take place with or without the employer, depending on the initial request expressed.
A report is provided to the customer at the end of the assessment.

Admission requirements

Price on request

BLP

Interview with the coach

Content: 45-minute interview with the selected speaker, and choice of technical areas to be tested

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.

Format: In-person

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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

Format: In-person

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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.

Format: In-person

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

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.

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.

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.

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.