Client Engagement Skills for Graduates

In-person teaching Classroom
Exclusive online content Webinar

Increasingly clients are asking what is your ESG story? Answering this question though can be challenging. Are they asking about our ESG offering, our corporate ESG mission or the salience of our ESG approach? In this course you will learn how to distil your ESG story in away that is repeatable and memorable


This course is suitable for private bankers, wealth managers, relationship managers, assistant relationship managers and premier bankers.

Learning Outcomes

  • Creating your ESG talking points/ connection stories​
  • Telling your ESG corporate story
  • Telling your ESG offering story​
  • Differentiating your ESG story

Course Content

  • How to start an ESG conversation​
  • Making your ESG story client relevant​
  • Dealing with challenges regarding your
  • ESG story​ Creating your ESG journey


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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