The Challenge

To work with a team of four Investment Managers, to help them to become more aware of their strengths and weaknesses within their roles, and to use the coaching process to address these. The company’s ultimate aim was to drive business development, increase productivity and enhance the client’s experience . In the past, traditional training has been used to try to deal with issues such as poor time management and organisational skills, gaps in knowledge and soft skills such as building rapport with clients, but this had not made any real and lasting impact on the team’s behaviour or attitude.

The Process

• I worked with each Investment Manager for two hours a month for a three month period- supporting them with areas of their job that they found challenging, such as time management, organisation and social skills.

• I taught skills where appropriate such as organisation or conversation techniques; I was also a sounding board that they could use when they wanted to discuss an in-house problems. By being a third party, I could help them to see challenges in a different way and support them in finding a solution.

• Alongside helping the team to reach in-house targets, we also worked on improving confidence, addressing skills-gaps and their ability to take the lead and show initiative.

The Result

After just three months of coaching, all four of the Investment Managers reported that they had noticed a real change in how they were working, how they felt about their jobs and wanted to continue the coaching process indefinitely as they saw such a value in my role. 

Two Investment Managers reported winning new business as a direct result of the coaching process and their improved skills and organisation.