Business Relationship Manager

Barclays; Brighton; On-site; GBP 65,000 - 90,000; Full time

Job summary

Barclays in Brighton invites a Business Relationship Manager (AVP) to establish and nurture profitable partnerships with corporate and individual clients. You will visit client premises, understand strategic aims and lending needs, and manage a busy diary.

Your remit includes analysing data, advising on financial decisions, designing customised solutions from Barclays' portfolio, and communicating value while negotiating terms.

Qualifications

• Professional written and verbal communication for telephony and face to face client interactions.
• Contributing as a team player with the ability to work using your own initiative to complete tasks when required.
• Knowledge of business banking.
• Business development in a financial industry.
• Experience of working in a customer-facing role.

Responsibilities

• Manage client relationships to identify goals and risk tolerance and support analysis of data from various sources to identify trends and opportunities.
• Research the client's industry trends, regulatory landscape, and competitive environment to inform recommendations.
• Design customised solutions addressing client needs using Barclays' portfolio products and services.
• Communicate value, justify recommendations, and negotiate terms beneficial for client and bank.
• Provide guidance on financial decisions, risk management and wealth strategies; update on market trends.
• Assess financial, legal and operational risks and implement measures to minimise losses.
• Document client interactions, transactions and agreements to ensure transparency and support product strategy.
• Monitor client satisfaction and revenue to evaluate relationship effectiveness.

Skills

Communication

Team player

Business banking knowledge

Business development

Customer-facing

Job description

Job Description

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.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L - Listen and be authentic, E - Energise and inspire, A - Align across the enterprise, D - Develop others.
• OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship - our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset - to Empower, Challenge and Drive - the operating manual for how we behave.

As a Business Relationship Manager, you will be building and maintaining relationships with both new and existing clients. You will be the face of Barclays as you travel to visit clients at their business premises and gain an understanding of their strategic ambitions and lending needs. You will be flexible and adaptable with your time; managing your diary effectively, and have the ability to drive to visit clients.

To be successful as a Business Relationship Manager, you must have the following essential criteria:

• Professional written and verbal communication for telephony and face to face client interactions.
• Contributing as a team player with the ability to work using your own initiative to complete tasks when required.
• Knowledge of business banking.
• Business Development in a financial industry.
• Experience of working in a customer-facing role.

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 preferred and primary location will be in Brighton and the surrounding area.