Performance Mastery for Relationship Managers

It’s been a game changer for our staff and clients. Success stories have already surfaced. This programme has been responsible for bringing in $15m of net new money so far.

President, Private Bank International, Miami

We brought Nis into the Private Bank in the USA to get us started on our Top 1% journey of high-performance. I invested 3 days of my time and it was worth every second. This training took place over 10 years ago. To this day, I’m still inspired by the principles, skills, strategies and tips we learnt from Nis.

The 1:1 coaching has helped me in my career with a promotion as well as my personal world giving me clarity and focus to move through the obstacles, roadblocks and distractions that show up in life.

Nis took us behind the scenes of how the top 1% achieve excellence and how we can do it too. I highly recommend Nis Arend to anyone looking for a shining light to bring focus and inspiration to their team. Thank you Nis.

Vice President, Global Bank, New York

I had the opportunity to collaborate several times to Nis with different objectives and challenges. First collaboration was during our bank’s Private Banker sales conference, then for tailored made coaching sessions. Nis is passionate and committed to what she is doing. She is also a positive person and has a positive attitude about life in general.

Since our collaboration, I am a reader of the Monday Morning Blog, It’s the positive message to start the week, a gift. It is a time dedicated to reflect on what is important, what to focus on, either in the private or professional area. I even collect them in a dedicated folder as a source of inspiration and reflection. I also enjoy reading them again and again. The relationship I have with Nis is trusted and she brings that to create a faithful environment for a positive result.

Corporate Officer, Family Bank, Luxembourg

Nis delivered an exceptional training experience that was unlike any other we’ve had before. The team generated a wealth of innovative ideas, staying fully engaged from start to finish – even on a public holiday, which speaks volumes. The nine-hour session felt effortless, with energy and focus that kept everyone involved, from back-office support to front-line roles. Nis’s approach was efficient and on point, sparking a new level of cohesion and motivation in the team. Her professionalism and positive attitude had a lasting impact. We’re eager to have her back to continue building on this success.

Managing Director, International Bank, Dubai

I’ve learnt how to be far more proactive now, managing more accounts efficiently and connecting with clients directly, not just supporting the RM. The programme gave me smart, usable ideas like reaching out on key milestones. One client had been with us 10 years, so I emailed him to mark the occasion. He was genuinely delighted. That one touchpoint strengthened the relationship.

I also no longer avoid difficult conversations. Before, I hesitated to call when things like credit card delays happened. Now I handle them confidently because the training on language and mindset completely changed how I approach these moments. It’s made a real difference.

RM Support, Private Bank, Miami

This programme re-energised our Relationship Managers at a time when the business needed it.

It gave them space to step back, re-evaluate how they’re approaching clients and commit to a commercial action plan. The energy in the room was tangible with relevant content, peer learning and live scenario work.

What stood out most was the difference in mindset. We saw top-performing RMs sharing best practices openly and even the more skeptical ones left with a clearer sense of what great looks like.

If you want your RMs to operate at a different level, more strategic, more collaborative, more commercial then this programme delivers. But it has to be backed by your leadership as an ongoing performance requirement. It promised transformation and delivered on that.

Market Head, HSBC

I’ve been in this role for nearly two decades and I wasn’t expecting to be surprised.

But the way this programme reframed what it means to be a trusted advisor was different. It was gritty, commercial and relevant to how we actually work.

What I found most valuable was hearing from colleagues in other regions, how they handle client resistance, structure their books and build influence internally.

I left with a business plan to act on and real motivation to do it. I’ve already made changes to how I run key client meetings and engage with my RO (Relationship Officer).

Senior RM, Global Private Bank