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 Client skills training 

We use the term Client Skills to cover any interpersonal training related to clients including client meeting skills, sales skills, presentation skills and negotiation skills. 


BG Client Skills trainers all have experience of working as client facing bankers and they combine a mix of disciplines including: M&A, ECM, Equity Sales, DCM, Fixed Income Sales, Lending and Corporate Banking.

The team combines years of banking, technical training and interpersonal skills training experience and all are accredited in psychometric tools such as Lumina Spark. Our learning solutions are bespoke and blended including role plays which blend technical and interpersonal skills.  Workshops are delivered to seasoned audiences and can address issues of understanding clients, product suitability and conduct risk.

Client skills testimonials

“Excellent trainer, made the session interactive, engaging and he was knowledgeable. Brought content to life with relevant and interesting stories”


Client Meeting Skills for Relationship Bankers

Global Wholesale Bank, London






“Following this course I will work on my questioning techniques with clients around products and facilities”


Client Meeting Skills

Global Wholesale Bank, UK






“I found the role play on delivering bad news to a customer particularly useful and effective”


Client Skills Training

Global Wholesale Bank, Singapore

Influencing skills
Client meeting skills
Sales skills
Product suitability
Presentation skills
Opportunity spotting
Commercial awareness
Pitchbook training
Speaker training
Negotiation skills
Conduct risk

BG Consulting is licenced in Lumina psychometric tools.