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Finanzdienstleistungen für Privatkunden

The business aspects of retail banking are often local in nature, even within the construct of global financial institutions. This dynamic aligns well with Egon Zehnder’s One Firm model — our worldwide reach (including 62 offices across 35 countries) combined with a highly collaborative boutique structure enables us to offer clients a local experience within the context of a large global firm.

Areas such as data analytics, for instance, warrant a global search for best-in-class executives. As the banking industry navigates the transition from brick-and-mortar branches to digital channels, sectors such as hospitality and technology, which have already honed best practices, have become appealing sources of talent. Bankers face a critical challenge in determining what form their customer’s omni-channel experience will take. Such decisions require an intimate knowledge of local market customs and preferences.

The next-generation retail banking leader clearly requires transformation skills, as well as the ability to design and execute a future-oriented strategy. Retooling will likely involve back-office cost cutting, requiring an understanding of operations, as well as experience with marketing via both traditional and new media. This leader must also be able to drive change without alienating customers.

We are well positioned to advise on your transformation across all of these dimensions. Our executive assessment, leadership development, and team effectiveness review services can help improve existing talent, while our executive search stands ready to augment any identified gaps. These services can also be bespoke; for example, we recently helped a leading bank benchmark its innovation capabilities to establish a point of departure, then designed several digital organization alternatives and assisted leadership in assessing which offered the greatest probability of success.

Because we hire exclusively from industry, our consultants possess the domain expertise to deliver insights tailored to market needs. We pride ourselves in constantly thinking about ways to help our clients’ business — with or without the mandate of a specific assignment. We invite you to experience true partnership through this unique model.

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Finanzdienstleistungen für Privatkunden Berater:innen

Peter Koo

Peter Koo

New York

Based in New York, Peter Koo is a trusted advisor to large financial institutions across the Americas and Asia Pacific. He has particular expertise in… Mehr erfahren

Eric Anderson

Eric Anderson

Atlanta, New York

Eric Anderson, based in Atlanta and New York, serves as the Global Co-Head of the Technology and Communications Practice. Mehr erfahren

Gabriela Carvalho

Gabriela Carvalho

Miami

Gabi Carvalho leads Egon Zehnder’s Financial Services Practice for the Americas focusing on Payments, Retail Banking, FinTech and Insurance. Mehr erfahren

Artemio Garza

Artemio Garza

Miami

Artemio Garza, based in Miami, is a trusted advisor to leaders across the globe with a special focus on DEI, LGBTQ+ Inclusion and Equality,… Mehr erfahren

Arun Dhingra

Arun Dhingra

Dallas

As the Managing Partner of Egon Zehnder’s Dallas office and the Global Head of Egon Zehnder’s Financial Officers practice… Mehr erfahren

Rachel Williams

Rachel Williams

Dallas, Palo Alto

Based in Dallas, Rachel Williams is active in Egon Zehnder’s Semiconductors and Technology Practices… Mehr erfahren

Ricardo Sunderland

Ricardo Sunderland

San Francisco

Ricardo Sunderland, based in San Francisco, is a senior leadership development Consultant whose life’s purpose is to “connect humanity at… Mehr erfahren

Valerie Spriet

Valerie Spriet

Toronto

Valerie Spriet, based in Toronto, is a leader in Egon Zehnder’s Global Leadership Advisory practice with deep experience in Assessment and Development… Mehr erfahren

Jennifer Dewar Thomas

Jennifer Dewar Thomas

Toronto

Jennifer Dewar Thomas, based in Toronto, leads Egon Zehnder’s Financial Services Practice in Canada. She is an expert in CEO succession and C-suite… Mehr erfahren

Hayley Angus

Hayley Angus

Toronto

Hayley Angus, originally from Vancouver, is based in Toronto and is a member of Egon Zehnder’s Financial Services Practice. She specializes in… Mehr erfahren

Drew McFeetors

Drew McFeetors

Toronto

Drew McFeetors, based in Toronto, leads Egon Zehnder’s FinTech and Technology Officer Practices in Canada. Focusing on senior executive search and… Mehr erfahren

Pamela Warren

Pamela Warren

Toronto, Montreal

Pamela Warren, based in Toronto, has deep expertise in leadership best practices, CEO succession, and board recruitment and effectiveness. Mehr erfahren

Benoît-Carl Coulombe

Benoît-Carl Coulombe

Montreal, Toronto

Benoît-Carl Coulombe, based in Montreal, plays key roles in Egon Zehnder’s Financial Officers and Financial Services practices while also working… Mehr erfahren

Jodie Zimmerman Frenkiel

Jodie Zimmerman Frenkiel

Montreal, Toronto

Jodie Zimmerman Frenkiel advises leading Canadian and global consumer, retail and healthcare companies on leadership challenges. Based in Montreal… Mehr erfahren

Carlos Vázquez

Carlos Vázquez

Mexico City

Carlos Vázquez, based in Mexico City, leads Egon Zehnder’s Financial Tech, Private Equity, Financial Services, and Energy & CleanTech practices in… Mehr erfahren

Luis Baon

Luis Baon

Madrid, Barcelona

Based in Madrid, Luis Baón is a trusted advisor on talent assessment, management appraisal, and leadership consulting. He is active in Egon Zehnder’s… Mehr erfahren

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