Description

A focused course, tailored for you

The Relationship Strategist's Course on Securing Client Portfolios When Market Volatility Hits

Turn the uncertainty of market swings into a structured risk framework that protects your client relationships and your career.

Stop rebuilding client risk registers every Friday while restructuring rumors keep the leadership uneasy.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

PNC announced a 5% headcount reduction across its private banking division, putting senior relationship teams under intense scrutiny. Daily, you juggle client onboarding, portfolio reviews, and compliance checklists while fragmented spreadsheets and email threads hide critical risk signals. If a high-net-worth client questions the stability of their assets, missing documentation or delayed approvals can cost the bank both revenue and your credibility.

Your team relies on ad-hoc dashboards, manual data pulls from legacy systems, and informal approvals that never survive an audit. The lack of a single source of truth forces you to recreate risk analyses for each client meeting, eating into billable time and increasing the chance of regulatory missteps. The stakes rise each quarter as senior leadership demands clear evidence that client exposure is being managed responsibly.

What you walk away with

A unified client risk register that aggregates exposure, compliance, and performance metrics.
A repeatable risk-review workflow that fits into your weekly client strategy meeting.
A concise evidence pack ready for senior leadership review and regulatory inquiries.
A decision matrix that prioritizes remediation actions based on client profitability and risk severity.
A communication playbook that aligns sales, credit, and compliance narratives for each client.

The 12 modules

Module 1. Risk Register Foundations

Over 70% of private banking teams cite fragmented risk data as a top inefficiency. The module walks through consolidating client exposure, compliance flags, and performance snapshots into a single register. By the end you have a populated risk register with key metrics for every active relationship. The deliverable is a ready-to-use register.

Module 2. Portfolio Exposure Mapping

During the Monday morning portfolio review you scramble to locate each client's asset allocation across three legacy systems. This session shows how to map those exposures directly into the risk register, linking market scenarios to client holdings. Output: an exposure mapping sheet attached to each client record.

Module 3. Compliance Evidence Collection

Do you ever wonder where the compliance audit trail lives after a client request? The module defines the exact documents and timestamps needed, then builds a checklist that captures them automatically. What you ship from this module: a compliance evidence checklist ready for upload.

Module 4. Stakeholder Alignment Dashboard

The deliverable is a stakeholder dashboard.

Module 5. Decision Matrix Design

Balancing revenue growth against regulatory risk creates constant tension for a relationship strategist. This module crafts a weighted decision matrix that quantifies that trade-off for each client opportunity. Sitting at the end of this module: a decision matrix template populated with your top ten prospects.

Module 6. Client Communication Playbook

The deliverable is a client communication guide.

Module 7. Rapid Risk Review Process

The deliverable is a rapid risk review checklist.

Module 8. Audit Readiness Pack

Auditors expect a single evidence pack that demonstrates control effectiveness for every client segment. This session compiles the register, evidence checklist, and decision matrix into a cohesive package. Output: an audit-ready evidence pack.

Module 9. Performance Scorecard Integration

The deliverable is an integrated performance scorecard.

Module 10. RACI Alignment for Risk Actions

The deliverable is a RACI alignment sheet.

Module 11. Scenario Stress Testing

The deliverable is a scenario stress-test workbook.

Module 12. Continuous Improvement Loop

The deliverable is a continuous improvement checklist.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers Risk Register Foundations , exactly the scattered spreadsheets you wrestle with when trying to present a single view of client exposure.

Module 5 covers Decision Matrix Design , the tension you feel balancing revenue goals against regulatory risk during quarterly planning.

Module 8 covers Audit Readiness Pack , the exact evidence bundle you need when auditors request a consolidated risk view.

What you get with this course

A populated risk register with 30 pre-classified client entries.
An exposure mapping sheet linked to each client record.
A compliance evidence checklist with required document types.
A stakeholder dashboard visualizing risk scores and credit approvals.
A weighted decision matrix template for client opportunities.
A client communication guide with risk-based talking points.
A rapid risk review checklist for weekly meetings.
An audit-ready evidence pack combining all artefacts.
An integrated performance scorecard embedding risk metrics.
A RACI alignment sheet defining remediation ownership.
A scenario stress-test workbook for market downturns.
A continuous improvement checklist for ongoing governance.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: tailored playbook in hand, risk register template pre-populated for your environment, exposure mapping sheet ready.

Week 1: first version of the audit-ready evidence pack live and shared with compliance lead.

Month 1: weekly governance cadence running from the new register with zero manual reconciliation.

Before and after

Before

Your current workflow lives in scattered Excel files, email threads, and ad-hoc PowerPoint decks. Evidence for compliance sits in inboxes, and risk data is duplicated across team members, causing missed deadlines and last-minute scrambles before senior reviews.

After

After the course you have a single risk register, automated dashboards, and a ready-to-share evidence pack. Weekly cadence runs on a shared board, leadership receives concise risk updates, and you can demonstrate solid governance during any restructuring conversation.

What happens if you do not address this

If you ignore this now, the next restructuring wave will leave you without a defensible risk story, forcing senior leadership to question the stability of your client portfolio. The audit committee will request a remediation plan during the Q3 close, and your credibility will suffer.

Who it is for

A Vice President who steers high-net-worth client relationships, leads weekly portfolio strategy sessions, and coordinates with credit, compliance, and product teams to deliver tailored banking solutions while navigating internal restructuring pressures.

Who this is NOT for. This is not for someone who needs a basic introduction to banking fundamentals.

How it arrives

Within 24 hours of purchase your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it. The playbook is hand-built around your specific situation, not LLM-generated boilerplate.

Time investment. 6 hours of focused work spread over a week, saving an estimated 40-60 hours of internal scaffolding effort.

Why $199 is the right number

For $199 you get a complete toolkit versus hiring a half-day consultant who would charge $2-5K, paying for a generic compliance course at $800-2K, or spending 60+ hours building these artefacts yourself. The value is clear.

FAQ

Do I need prior risk-management experience?

No, the course walks you through every step using the tools you already have.

Will the templates work with PNC’s internal systems?

The artefacts are designed to import data from common banking platforms without custom code.

How much time do I need each week?

About 45 minutes per module, spread over two weeks.

What if I miss a deadline during the rollout?

The playbook includes buffer steps so you can catch up without re-doing work.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.