The Business Case Mastery Program

Transform every new relationship manager into a high performer

Duration: 6 - 12 months of structured, strategic support for newly hired private bankers.

Structure:

  • Weekly, bi-weekly, or monthly sessions based on bank needs and RM seniority

  • A mix of strategic check-ins, advisory support, and action planning

  • Customized milestone tracking aligned with business case targets

Audience & Target Group: Private bankers recently hired or transitioning into a role with a defined business case or revenue commitment.

Focus:

  • Map a High-Impact 100- and 200-Day Activation Plan

  • Define Measurable Milestones — and Track Progress Relentlessly

  • Secure Early Buy-In From Key Internal Stakeholders

  • Enhance Skills in Prospecting, Client Management, and Sales & Advisory Delivery

About the program:

Our Business Case Mastery Program is designed for private bankers who’ve been hired with clear targets and need to deliver. We work closely with new joiners and their managers to turn business cases into structured, actionable roadmaps. Through tailored coaching, milestone tracking, and strategic guidance, we help RMs activate faster, build internal traction, and deliver measurable results from Day 1.