Time Management Skills for Finance Professionals

A highly successful, long and varied “fast track” career in Lloyds Bank led this trainer to very senior management at an early age where he was “headhunted” to join a merchant bank at the main board director level. He now has over 40 years of experience in the UK banking and financial services sector.

Since retiring, our time management skills course trainer has been a freelance soft skills training consultant and is currently an external Master Trainer at both HSBC and the Bank of China, where he has delivered soft skills training on a wide range of topics. At HSBC he helped screen and assess both prospective and existing trainers for soft skills capabilities and has delivered train-the-trainer programmes. At the Bank of China, he has designed and successfully delivered comprehensive presentation skills as well as a negotiation skills programme.

Mark has created and delivered soft skills training to a vast range of clients, from global giants to small firms and partnerships. He is an accomplished global trainer and has delivered extensive programmes in the UK, USA, South America, Europe, Africa, Asia and the Middle East.

He is a highly adaptive, hands-on and highly sought-after facilitator who always receives excellent feedback from delegates. He is comfortable training at any level of seniority and experience, from “black belts” to novices. In addition to his soft skills specialism, his expertise includes but is not limited to Risk Management, Trade Finance, Regulatory Compliance, FCC & AML and all aspects of Corporate, Private & Retail Banking.

After attending our time management skills training course, delegates will be able to:

• Understand how to manage time in a business/corporate environment more effectively.
• Ensure that the right amount of time is allocated to the right activity in the future and as far as possible.
• Create prioritised simple “to-do” lists and assign specific time slots to activities as per their importance.
• Be able to make the best use of the time available without working unreasonably long hours.
• Avoid the temptation to “butterfly” or get involved too much in personal projects.
• Appreciate that effective time management in a business or corporate enclave must include breaks in the form of “you time” and “downtime”.
• Realise that for optimum results the help and assistance of colleagues and an element of delegation are essential.

This Time Management for Finance Professionals is a must attend for: 

• Everybody would benefit as time management is a critical skill for a wide range of professionals within the financial sector, as they often operate in high-stakes, fast-paced, and deadline-driven environments.
• Leaders and Managers: To drive innovation, enhance team performance, and make critical decisions.
• Technology Professionals: To navigate new challenges, manage complex systems, and adapt to emerging technologies.
• Marketing and Finance Teams: To develop new ideas, experiment, and solve complex problems.
• Risk and Compliance Colleagues : To improve risk oversight  through innovative solutions.
• Customer Service & Hospitality: To handle unexpected, unique, and spontaneous problems on a daily basis.
• Individuals: These skills are used unconsciously for everyday tasks—from processing to planning for unforeseen circumstances.
• Anyone Dealing with Change: To adapt quickly and find new, effective solutions when conventional methods fail. 

Do allow your in-tray to manage you? Do you also fail to prioritise? What does effective “Time Management” for professionals look like? Time management skills are vital for finance professionals; there are always more issues to deal with than time available. 

This one-day highly interactive time management skills training course will help delegates to become masters in the art of time management. After completing this time management skills course, delegates will know how to ensure that scarce resources are always allocated to where they will generate the best dividend; this includes the allocation of time.