We are seeking a highly motivated and experienced Business Relationship Director to join our team at Barclays. This pivotal role is designed to establish and nurture profitable partnerships with our clients, acting as the bridge between the bank’s offerings and the unique needs of our clients. You will work closely with senior stakeholders, providing tailored solutions that drive mutual benefit and long-term success.
To be successful as a Business Relationship Director, you should have experience with:
- Managing senior stakeholder relationships, both internally and externally.
- A great understanding of the financial products and services offered by banks, especially in private wealth management and credit solutions.
- Previous experience of building considerable external networks.
Some other highly valued skills may include:
- Negotiation and problem-solving abilities.
- A track record of meeting or exceeding business targets.
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking, and digital and technology, as well as job-specific technical skills.
This role will be based at our London office.
Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities
- Management of client relationships to identify the clients' financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement, and additional services to support client needs.
- Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
- Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
- Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
- Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
- Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
- Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
- Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
Vice President Expectations
- To contribute or set strategy, drive requirements, and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements; and escalate breaches of policies/procedures.
- If managing a team, define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance, and contribute to employee pay decisions. Lead specialists to influence department operations, aligning with strategic and tactical priorities, while balancing short and long-term goals, and ensuring budgets and schedules meet requirements.
- If in leadership, demonstrate leadership behaviors to create an environment for colleagues to thrive and deliver excellence. The four LEAD behaviors are: Listen and be authentic, Energise and inspire, Align across the enterprise, Develop others.
- For individual contributors, be a subject matter expert, guide technical direction, lead multi-year assignments, and mentor less experienced staff. Guide teams, influence strategic decisions, and contribute to long-term profits and risk management.
- Advise key stakeholders, including leadership, on functional and cross-functional impacts and alignment.
- Manage and mitigate risks, demonstrate leadership in risk management, and understand organizational functions to contribute to business goals.
- Collaborate across business areas to stay aligned with strategies.
- Create solutions through analytical thinking, comparing complex options, and applying research insights.
- Build and maintain trusting relationships with stakeholders, influencing outcomes through negotiation and influence skills.
All colleagues are expected to embody Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, and demonstrate the Barclays Mindset of Empower, Challenge, and Drive.