Women in LeadershipWomen in Banking and Investment: Client Facing and Revenue Roles
In banking and investment management the pay and progression gap concentrates in revenue generating roles rather than in support functions, because origination, coverage and portfolio ownership depend on client relationships and on being credited for a deal. This course addresses both. Delegates work through building a client base including the network access and introduction routes that are unevenly distributed, credibility with clients who expected somebody else, and entertainment, travel and relationship building on terms you set. Deal and mandate attribution is covered directly, since revenue credit determines compensation. Portfolio and mandate ownership follow. The course closes on moving between institutions, on carrying clients, and on negotiating compensation where the number is discretionary.
Course objectives
- Build a client base and secure network access and introductions
- Establish credibility with a client who expected somebody else
- Handle entertainment, travel and relationship building on your terms
- Secure attribution and revenue credit for deals and mandates
- Take and hold ownership of a portfolio or mandate
- Move between institutions and carry client relationships
- Negotiate a discretionary compensation number with evidence
Who should attend
- Women in corporate and investment banking
- Relationship and coverage managers
- Investment and portfolio managers
- Wealth and private client advisers
- Managers responsible for revenue team development
Course outline
- 01Where the gap concentrates
- 02Building a client base
- 03Network access and introductions
- 04Credibility with a client who expected somebody else
- 05Entertainment, travel and relationship building
- 06Deal and mandate attribution
- 07Portfolio and mandate ownership
- 08Moving institutions and discretionary compensation
Scheduled sessions
| Dates | Venue | Format | Price | Register |
|---|---|---|---|---|
| 7 to 9 October 2026 | Cape Town, South Africa | Classroom | R14,950 per delegate | Register Now |
| 19 to 21 October 2026 | Dar es Salaam, Tanzania | Classroom | USD 995 per delegate | Register Now |
| 9 to 11 November 2026 | Kampala, Uganda | Classroom | USD 995 per delegate | Register Now |
| 25 to 27 November 2026 | Lagos, Nigeria | Classroom | USD 995 per delegate | Register Now |
| 21 to 23 December 2026 | Johannesburg, South Africa | Classroom | R14,950 per delegate | Register Now |
| 11 to 13 January 2027 | Online | Online | R6,500 per delegate | Register Now |