Leading the Private Banking Team

In-person teaching Classroom
Exclusive online content Webinar

In this “Leading the Private Banking Team” course you will learn key leadership techniques and strategies, and the practical application of It in the private banking environment. We’ll go through a series of case studies and unpack how you can use these tactics. By the end of this course, you will be able to inspire, model and coach your teams to excel in their roles.


This course is for private bank managers, team leaders, heads of client relationship management and head of origination.

Learning Outcomes

  • Identify common private bankers’ personas and how to adapt to them​
  • Lead your team to make the most of new opportunities​
  • Motivate your team effectively​
  • Effectively coach private bankers

Course Content

  • The specific challenges of being a leader in the private banking arena​
  • Common personas in the private banking team and how to positively influence them to perform at the highest level​
  • Convincing your team that new revenue generation is ethical and doesn’t undermine their status as a private banker


of our clients would recommend Alpha to a colleague or peer


of a cohort was promoted within 2 years after participating in an Alpha course.


of participants felt more confident in their role, following an Alpha commercial leadership course.

Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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