Introduction to the Global Talent Development Survey

Research shows that the differentiating success factor in investment management and related businesses is the targeted development and appropriate management of the relationship to clients. In this context, the strategic recruitment and deployment of talent is of utmost importance.


The aim of this survey is to find out how the required talent can be developed in a successful and sustainable manner in the post-pandemic period. The survey is conducted worldwide and interviews personnel from banks and other financial service providers who have a responsibility in talent development at financial services institutions.


Please take part in the survey on the website. The online questionnaire takes less than 10 minutes to complete. We will be happy to share the results with everyone who participated in the survey.


Get in touch with us if you have questions or comments: Thanks for your valued contribution.

Find our Global Talent Development Survey here:


To the survey

Talent development trends


Digitalization is already significantly impacting the job profile of client advisors in financial services institutions.


Speed of digital transformation is changing the job requirements of client advisors and increasing the urgency for adaptation.


New generation of financial services professionals is asking for new, agile working models and represent different value systems.


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