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Managing Global Client Relationships - A Perspective from Financial Services

08 Mar 2018 12:00 - 14:00

Venue: London TBC

Speaker: David Bowerin (ex-McKinsey and Citigroup) now at Meridian West

In this lunchtime seminar we will cover the following topics:-

  • Organisational fundamentals – service line vs. geography vs. sector vs. client
  • Alignment - strategy, leadership and “culture”
  • Accountability, appraisal and remuneration
  • Voice of the client
  • Client planning
  • Skills development

David Bowerin  is a recent addition to Meridian West having joined the firm after a full-time career spent in a range of strategy, marketing and planning positions. He is widely recognised for his experience and expertise in global client relationship management strategies and associated business-wide management processes, including global account management.

David’s career culminated in 25 years’ service at Citigroup’s Global Corporate Bank, and also incorporated a 4 year period at McKinsey, the management consultancy.

David’s last position at Citi was Global Head of Strategic Marketing – a role he held for over 15 years. In this position, he had responsibility for the design and implementation of the strategic marketing and client relationship management processes through which Citi served its clients globally.

As a member of the Operating committee of the firm he also worked with his line management colleagues to identify and address the most significant opportunities and challenges facing the business around the world. He originally joined Citi in 1991 as Head of Marketing and Planning for their UK subsidiary.

David has a 1st Class Honours degree in Business Studies from the University of Hertfordshire. He is a member of the Research Committee of the Ashridge Strategic Management Centre.

 

 

Event price: £100 + VAT

Members receive a 50% saving on the full price and pay £50 + VAT

    

To register for a place please email gail.jaffa@psmg.co.uk or telephone 0207 033 9150  

Terms of Booking and Cancellation Policy    

Receipt of your booking indicates acceptance of liability to pay the attendance fee. Cancellations received in writing more than 7 days before the seminar will be refunded, less £10 administration fee. We regret that no refunds are allowed for cancellations or transfers within 7 days or for non-attendance. PSMG reserves the right to refuse admission if payment is not received prior to the event.  

  

Important note: The booking email constitutes a legally binding contract. It may be necessary for reasons beyond the control of PSMG LLP to change the content and timing of the programme, the speakers, the date and venue. Whilst every effort will be made to prevent this, in the unlikely event of the programme being cancelled, PSMG LLP will automatically make a full refund but disclaim any further liability