I have designed and delivered a number of highly tailored courses, including:

• Private banking ‘boot camps’, targeted at new private bankers (graduates and mid-career lateral hires)

• A range of courses focused on specific products and client segments

• Sales and relationship management training

• Workshops targeted at senior management, covering strategic issues

• Seminars for wealthy clients and their families

Feedback from participants

• "Outstanding"

• "Excellent trainer - professional, thorough and well organised"

• "Very useful insight, lots of examples"

 

Comprehensive wealth management study guide published in 2008 - Contact me for details

 

I also enjoy coaching and mentoring individual executives on a one-on-one basis.  Clients include senior management, relationship managers, and sales and trading professionals.