Business Relationship Manager

Barclays Bank Plc; Eastbourne; On-site; GBP 55,000 - 75,000; Full time

Job summary

Barclays Bank Plc is seeking a Business Relationship Manager to build and maintain key client relationships across corporate and individual segments. You will travel to client premises, assess lending needs, and understand strategic ambitions to propose Barclays solutions.

Excellent communication, financial analysis, and risk management skills are essential. The role is primarily based in Brighton with travel to client sites in the area.

Qualifications

• Experience building and maintaining client relationships to meet financial goals.
• Understanding of corporate and individual banking needs and products.
• Knowledge of risk management and wealth management concepts.

Responsibilities

• Manage client relationships to identify financial goals and risk tolerance.
• Research client industry trends and regulatory landscape to inform recommendations.
• Design customised banking solutions from Barclays portfolio.
• Communicate value propositions and negotiate terms with clients.
• Provide guidance on investments, risk management and market trends.

Skills

Relationship management

Business banking

Risk management

Client communication

Leadership

Financial analysis

Job description

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.

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.

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.