Client Reporting Manager

Barclays UK; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player seeks a Client Reporting Manager to lead the transformation of client reporting. This pivotal role involves overseeing the production of various reports for Private Banking and Wealth Management clients, ensuring seamless delivery and driving change initiatives. The ideal candidate will possess a deep understanding of investment products, excellent communication skills, and the ability to collaborate across teams. Join a forward-thinking company where your expertise can shape the future of client reporting and enhance the client experience.

Qualifications

• In-depth understanding of Private Banking and Wealth Management.
• Experience in driving and implementing change initiatives.

Responsibilities

• Drive the change agenda for client reporting and oversee report production.
• Manage a range of reports, including investment valuations and contract notes.

Skills

Private Banking

Wealth Management

Stakeholder Management

Change Management

Analytical Skills

Education

IMC or CFA

Tools

Reporting Systems

Job description

Join us as a Client Reporting Manager, where you will drive the change agenda for client reporting while overseeing the day-to-day production of reports. Your scope will cover all Private Banking and Wealth Management clients across our global Barclays footprint. You will manage a range of reports, including investment valuations, contract notes, tax packs, and dynamic investment data feeds. An exciting opportunity in this role is to lead the transformation of our reporting rendering software, shaping the future of client reporting.

To be successful as a Client Reporting Manager, you should have:

• An in-depth understanding of Private Banking, Wealth Management, or Asset Management, with a focus on investment products.
• Excellent communication skills and proven experience in stakeholder management.
• Experience in driving and implementing change initiatives; any reporting systems and software experience would be especially relevant.
• Proven ability to collaborate across teams to ensure the seamless delivery of client reports.

Some other highly valued skills may include:

• Prior experience in Client Reporting.
• Professional investment qualifications, such as IMC or CFA.
• Excellent analytical skills, with the ability to interpret complex financial data.

You may be assessed on key critical skills relevant for success in this role, such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, as well as job-specific technical skills.

This role is based in London.