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Retail Financial Services

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 68 offices across 40 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.

 

Find a Consultant

Arnaud Tesson

Arnaud Tesson

Boston, New York

Arnaud Tesson, based in Boston, leads Egon Zehnder’s U.S. Asset Management Practice and helps clients navigate that industry’s ongoing transformation.

Artemio Garza

Artemio Garza

Miami

Based in Miami, Artemio Garza is active in Egon Zehnder’s Consumer and Digital practices while focusing on multi-unit retail and tech-enabled consumer…

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…

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…

Carlos Vázquez

Carlos Vázquez

Mexico

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

Miranda Pode

Miranda Pode

London

Miranda Pode is the Co-Leader of Egon Zehnder’s global Financial Services practice.

Dietmar Austrup

Dietmar Austrup

Düsseldorf

Dietmar Austrup, based in Düsseldorf, coleads Egon Zehnder’s Financial Services Practice in Germany. In addition to executive search for regional and…

Catarina Curry

Catarina Curry

Stockholm, Malmö

Based in Stockholm, Catarina Curry is active in Egon Zehnder’s Financial Services, Sustainability and Diversity & Inclusion practices.

Berthold Leube

Berthold Leube

Berlin

Berthold Leube possesses deep experience in financial services and banking, with a particular focus on retail…

Alessandro Di Fusco

Alessandro Di Fusco

Milan

Alessandro Di Fusco, based in Milan, is a trusted advisor to successful chairs, CEOs, and board members across industries. He supports their…

Andrew Poon

Andrew Poon

Hong Kong

Andrew Poon leads Egon Zehnder’s Financial Services Practice in Asia. Based in Hong Kong, Andrew advises his clients on board and CEO succession…

Arthur Leung

Arthur Leung

Hong Kong

Based in Hong Kong, Arthur Leung is active in Egon Zehnder’s Financial Services Practice for Asia Pacific, drawing on his deep experience to help…

Ashley Stephenson

Ashley Stephenson

Sydney

Ashley Stephenson is a trusted advisor to senior leaders, specializing in CEOs, general managers, and CHROs. Based in Sydney…

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