The client, a UK-domiciled asset manager with offices across the globe, wanted to develop an investment training programme aimed at junior bank staff and IFAs based in the Middle East. The primary objective was to support the sales process through education and insight, helping key partners to better understand investment. A secondary objective was to build brand awareness in a region where the client was looking to increase its presence, as well as to reinforce key messages.
The programme was to be run by the client’s Middle East sales team. Therefore, in addition to the creation of the programme and its related collateral, the client required support to train key personnel in delivering to an audience with a relatively low level of investment knowledge in an engaging way without any ‘hard sell’ or overt product-push.
Our task was to strategically shape the investment training programme and undertake the writing of the main presentation and accompanying collateral. We also ran a ‘train-the trainer’ session which incorporated suggestions for break-out sessions to maintain interest and check understanding.
The training programme was well received by the client, who over the course of three years has used it to enhance its relationship with 500 junior bank staff and IFAs. We are currently undertaking a new project to expand the training programme, through the creation of additional modules.