Business Relationship Manager

8192 Barclays Bank UK PLC; Sunderland; Hybrid; GBP 40,000 - 65,000; Full time

Job summary

Barclays is seeking a Business Relationship Manager to build and maintain relationships with high-value corporate and individual clients in Sunderland or Knutsford. You will identify financial goals, propose tailored solutions from the bank's portfolio, and work in a hybrid pattern with office and home-based days.

You will lead client communications, assess risk, and collaborate with colleagues across functions to deliver wealth, lending and advisory services while maintaining a focus on

Qualifications

• Experience in managing client relationships and delivering financial solutions.
• Strong organizational skills and ability to manage schedules and diaries.
• Excellent communication and interpersonal skills with internal and external stakeholders.

Responsibilities

• Manage client relationships to identify financial goals, risks, and opportunities.
• Research client industries, regulatory landscape, and competition to inform recommendations.
• Design customised solutions using Barclays products to meet client objectives.
• Communicate value propositions, justify recommendations, and negotiate terms.
• Provide guidance on investment, risk management and wealth strategies to clients.

Skills

Relationship management

Diary management

Communication

Stakeholder management

Lending knowledge

Business development

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.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Requires in-depth technical knowledge and experience in their assigned area of expertise.
• Thorough understanding of the underlying principles and concepts within the area of expertise.
• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
• 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 develop technical expertise in work area, acting as an advisor where appropriate.
• Will have an impact on the work of related teams within the area.
• Partner with other functions and business areas.
• Takes responsibility for end results of a team’s operational processing and activities.
• Escalate breaches of policies / procedure appropriately.
• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
• Advise and influence decision making within own area of expertise.
• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to.
• Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Guide and persuade team members and communicate complex / sensitive information.
• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
• 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.

Role Details

As a Business Relationship Manager, you will utilise your relationship management skills to build and maintain rapport with our high value clients who have a turnover of up to £1 million. You will be flexible and adaptable with your time and managing your diary effectively. In this role, you will connect with clients virtually over the telephone in a hybrid working arrangement. Your working week will be split between attending the office and working from home. You will be comfortable with proactively and reactively contacting clients.

Required Experience

• Managing relationships; including creating, building, and maintaining relationships with clients.
• Planning and organisational skills including Diary Management.
• Excellent communication, with the ability to effectively engage clients, professionals, and internal teams.
• Stakeholder management.
• Understanding of Lending.
• Business development skills, identifying and securing new opportunities.

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 in Sunderland or Knutsford.

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.