Business Relationship Manager

BARCLAYS; Witney; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

BARCLAYS is seeking a Business Relationship Manager to build and maintain relationships with high-value clients while developing new business. The role involves visiting client premises, working from the office, and blending with home-based work, offering potential for progression into leadership.

Key responsibilities include managing client relationships, analysing financial goals, risks, and market trends, and designing tailored solutions from Barclays' portfolio.

Qualifications

• Experience with business development, client relationship management and stakeholder management.
• Highly developed people skills and the ability to influence
• Assessment of risk, change and transformation, and strong business acumen will be evaluated.

Responsibilities

• Manage client relationships to understand financial goals, risk tolerance and opportunities.
• Research client industry trends, regulatory context and competitive environment.
• Design customised solutions drawing from the bank's portfolio.
• Communicate value propositions, justify recommendations and negotiate terms.
• Provide guidance on financial decisions, investment risk and wealth management.
• Document client interactions and agreements for auditability and strategy support.
• Monitor client satisfaction and revenue metrics to evaluate effectiveness.

Skills

Business development

Client relationship management

Managing internal and external StakeH2

People skills

Job description

As a Business Relationship Manager, you will utilise your stakeholder management skills to build and maintain relationships with our existing high value clients (75%) and you will apply your business development skills to attract new clients (25%). Being flexible and adaptable with your time you will manage your own diary effectively. This role offers variety as you will be visiting clients at their premises, working in the office, and working from home each week. The scope of this role could lead you into a Leadership role in the future.

To be successful as a Business Relationship Manager, you should have experience with:

• Business development
• Client relationship management
• Managing internal and external stakeholders

Some other highly valued skills may include:

• Highly developed people skills.

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 Oxford or Witney.

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.