Executive Certificate in Strategic Relationship Management

Welcome to course: Executive Certificate in Strategic Relationship Management by MTF Institute

Course provided by MTF Institute of Management, Technology and Finance

MTF Institute is a global educational and research institute headquartered in Lisbon, Portugal. We offer hybrid business and professional education in the areas of Business and Management, Science and Technology, and Banking and Finance.

MTF Institute R&D Center conducts research in Artificial Intelligence, Machine Learning, Data Science, Big Data, Web3, Blockchain, Cryptocurrency and Digital Assets, Digital Transformation, Fin-tech, E-commerce, and the Internet of Things.

MTF Institute is an official partner of Deloitte, IBM, Intel, and Microsoft, and is a member of the Portuguese Chamber of Commerce and Industry and the Union of Trade and Services Associations of Lisbon.

MTF Institute has a global presence across 216 countries and territories and has been chosen by more than 980,000 students.

Join our new course from globally recognized experts: Barbara Gutsch (15+ years of international experience in banking and finance, incl. 7+ years in Swiss private banking as risk and compliance manager) and Olga Margolin (17+ years in Swiss private banking industry, as top executive and business owner, managing international client relationships).

Why Relationship Management is Critical

In the modern professional landscape, relationship management is recognized as both an art and a science. The ability to transform potentially interesting contacts into resourceful, successful, and mutually enriching relationships is the foundation of long-term career success. True professional harmony is built upon a foundation of emotional comfort and trust, which grows from shared values such as honesty, professionalism, reliability, and transparent communication.

Without a strategic framework, relationships often happen by chance; however, this course teaches you how to actively build them to ensure they are sustainable. By mastering these connections, you ensure that your professional network follows you across jobs and systems, taking new shapes as you grow.

The Rising Significance of Soft Skills in 2026

As we move into 2026, the value of "Personal Capital" - strong relationships built on shared values and mutual reliability has never been higher. In an increasingly automated world, the "Constants" of a person their ethical background, cultural skills, and stable inner framework are the primary differentiators in leadership.

Success in 2026 requires navigating a "Golden Middle" where change is possible through focus, will, and persistence. Mastering the professional and social "codex" of communication allows leaders to adapt to shifting environments while remaining sovereign and authentic. Those who can manage their internal core while adapting to external variables will possess the ultimate competitive advantage.

Course Description: The Swiss Banking Standard

Created in Zurich, Switzerland, this course distills over 30 years of combined elite experience in the Swiss financial industry into a pragmatic guide for global leaders. Instructors Barbara Gutsch and Olga Margolina provide a high-level roadmap for navigating client relationships, risk management, and corporate leadership.

The curriculum is built on the proprietary "Law of 50%", which states that every interaction has a 50% probability of becoming a sustainable relationship based on your "Constants". You will learn to:

• Identify your UBC core (Unconscious qualities, Beliefs, and Capabilities) that travel with you through every career change.

• Manage the IPEN variables (Intentions, Plans, Environment, and New factors) that are unstable and depend on external decisions.

• Adopt authentic roles such as "The Mirror" (focusing on others) and "The Housekeeper" (taking care of small organizational details).

  
  

Detailed Module Breakdown

Module 1: Foundations of Relationship Management

Explore the law of 50% and learn to distinguish between constant personal elements and environmental variables. Understand that living and interacting from your "Constants" is already 50% of your success.

Module 2: Pragmatic Art

Learn the mechanics of building relationships from scratch or taking over existing ones while maintaining a professional and social "codex". This module covers the ethics of respecting the emotional background of your counterparts.

Module 3: Mental Mindset

Find your internal reference and inner focus regardless of external circumstances. Discover how to be authentically professional by choosing a "home base" role that lightens the effort required to maintain a network.

Module 4: External Alliances

Master the creation of an "introducer circle" and maintain visibility through events and personal attention. Learn how to manage "dormant" relationships so they can become active again when circumstances change.

Module 5: Relationships within an Organisation

Navigate corporate hierarchies using "Penthouse" (top-down) or "Basement" (standard entry) scenarios. Establish "always" and "never" rules for professional conduct, such as always connecting with support staff and never showing visible preferences for one specific colleague.

Exclusive: The Career Accelerator Edition

Why is this course unique?

By enrolling in this special edition, you unlock three strategic career advantages:

1. Dual Certification & Direct Verification Go beyond the standard. Upon completion, you will receive not only the Udemy certificate but also the Official MTF Institute Certificate and Student ID.

· Direct Validation: You will gain access to our automated system to issue your credentials instantly directly from the Institute.

· Credibility: This independent verification adds a layer of professional authority to your CV, recognized by our global partners.

2. Portfolio Building & LinkedIn Visibility In job market, visibility is everything. We don't just teach you skills; we help you showcase them.

· Show, Don't Just Tell: We encourage you to post your course projects and case studies directly to your professional profiles.

· Career Boost: Follow our guidelines to add your new certification to your LinkedIn profile correctly. This simple step significantly improves your visibility to recruiters and demonstrates your commitment to continuous professional development.

3. Access to a Global Professional Community Education is more powerful when shared. You are not learning alone.

· Network: Join thousands of professionals worldwide who trust MTF Institute.

· Stay Informed: Gain the opportunity to subscribe to our industry insights and newsletters, keeping you ahead of trends in management and technology.

Start your transformation from a student to a recognized professional today.