Course overview
High-value relationships require more than frequent contact. They depend on insight, trust, disciplined account planning and the ability to coordinate relevant expertise around the client’s priorities.
The course develops practical relationship strategies for complex portfolios, senior stakeholders and clients whose value depends on retention, cross-functional coordination and long-term confidence.
Who this is for
Relationship managers, private-banking and high-income segment teams, institutional account managers, client-service leads and sales leaders.
Participants will be able to
- Segment and prioritise high-value relationships
- Develop client and portfolio plans
- Build trust through relevant insight and dependable execution
- Coordinate specialists around client priorities
- Identify responsible growth and cross-service opportunities
- Manage risk, service recovery and retention
Principal course areas
- Segment strategy
- Client insight
- Portfolio planning
- Relationship cadence
- Trust and credibility
- Cross-functional coordination
- Service recovery
- Retention and responsible growth