Our client, a leading Global Private Bank with a large successful team spanning all major territories around the world.

The focus of this project was the primary roles of Investment Advisers, Relationship Managers and Senior Leaders in driving excellent sales performance.

ABSTRACT ran structured interviews across all regions, identifying the same roles were being performed differently, with uneven impact on revenue.

Analysis revealed the necessity of identifying and establishing a standardised set of ‘best practices’ to guarantee global success in each role.

A tailored two-phased programme, incorporating shared core themes alongside role-specific learning, was devised for each individual role.

Phase 1 began by ensuring that everyone in their respective roles and within their operational territories had access to what good looks like. These were the best practice essentials delivered from east to west for consistency of excellence.

Phase 2 followed this with a carefully designed menu-based selection of topics for delegates to deepen the key parts of their sales effectiveness and maximise client outcomes.