Your growth is our mission

We're dedicated to equipping your private banking teams with strategic solutions that will help them grow their client books consistently and stand out in this fiercely competitive arena.

The Client Journey in Private Banking

To succeed in the highly competitive wealth management industry, private bankers must skillfully navigate each phase of the client journey to expand their client base and build high-value relationships.

Our tailored sales training programs are designed to support private bankers at every stage, providing the essential tools and insights needed to excel and achieve lasting success.

We work with private bankers to be at their best.

Exceeding targets. Maximizing potential.

The Private Banking Mastery Program

How top RMs exceed targets consistently

Duration: 12 months

Structure: Monthly sessions

Audience: Exclusively for private banking professionals

Target group: Private banks and wealth management firms

Other Popular Training Programs

Below are a few examples of our most popular programs. Please contact us if you wish to collaborate with Qyro Partners to design a bespoke program tailored to your needs.

Private Banking Readiness Program

  • This program is best suited for new private bankers and junior-mid-level relationship managers.

  • We establish a robust groundwork for private banking, delving into fundamental aspects of the client journey, such as:

    • How to Stand Out in a Crowded Market

    • Strategic Prospecting

    • Effective Client Acquisition

    • Enhancing Client Wallet Share

    • Negotiation Skills

    Please email us at contact@qyro.io to find out more.

  • This program takes place in 2 days. Please get in touch with us at contact@qyro.io for more details.

  • We recommend no more than 12 participants per session to ensure maximum impact.

Lead a High Performing Team of RMs Program

  • This program is best suited for private banking team leaders seeking to sharpen their leadership skills. It's designed to equip them with strategies to motivate their team members and lead high-performing teams.

  • This program includes a full-day group workshop + 6 individual coaching sessions with each participant.

    The focus areas include:

    • Leadership Fundamentals in Private Banking

    • Master Team Building and Management

    • Form and lead high-performing teams

    • Team Dynamics and Conflict Resolution

    • Motivate and Retain Team Members

    • Increase engagement in your team for peak performance

    • Beyond Targets: support your team with prospecting and client relationship management

    • Optimize Team Resilience and Stress Management

    • Provide Constructive, Truthful, and Specific Feedback

    • Talent Attraction and Retention Strategies

    • Visionary Team Leadership for Future Success

    Please email us at contact@qyro.io to find out more.

  • The program takes place in 1 full day as a group, plus six individual coaching sessions for each participant.

    Please get in touch at contact@qyro.io for more details.

  • We recommend no more than 6 participants per session to ensure maximum impact.

The Female Private Banker

  • Exclusively for female private bankers.

  • This program is designed for female private bankers who are eager to fast-track their sales growth and advance professionally. Led by a licensed coach with extensive hands-on experience in private banking, it delivers a unique combination of expert knowledge and practical insights.

  • Duration: Three months

    Structure: 2-day workshops (maximum 12 participants per cohort) + six individual coaching sessions

    Please get in touch at contact@qyro.io for more details.

  • We recommend no more than 12 participants per cohort to ensure maximum impact.

*Please note we do not provide investment advice.

What to expect?

* Increase Assets Under Management (AUM)

We specialize in practical strategies to identify and convert prospects into profitable clients.

* Boost Sales

Sales are the lifeblood of wealth advisors. Our expertise fuels your sales engine, ensuring you exceed targets consistently.

* Maximize Client Share of Wallet

We provide unique strategies and tools to deepen client relationships and build lasting trust.

What sets us apart?

* World-Class Expertise

Unmatched hands-on experience across international hubs like the UK, Singapore, UAE, and Switzerland, with a specialized focus on UHNW clients in the Middle East, Asia, and Africa.

* Client-Driven Approach

Shaped by extensive input from private banking clients, ensuring that their insights are the driving force behind our solutions.

* Tailored for Individuals & Teams

We cater to individual bankers and teams to enhance prospecting and client management skills. Each solution is crafted to address the unique demands of the industry.

Exceed targets consistently.

Book a free consultation