Relationship Director, UK Corporate Bank Financial Services Sector Client Coverage

Barclays; Greater London; Sur place; GBP 90 000 - 120 000; Plein temps

Résumé du poste

Barclays is seeking a senior relationship management professional to establish and nurture profitable partnerships with corporate clients, bridging Barclays' offerings with client needs to drive long-term success.

The role focuses on managing client relationships, understanding goals and risk tolerance, analyzing data from portfolios and cash flow to identify trends and recommend additional services across Barclays' portfolio.

Responsabilités

• Establish and nurture profitable partnerships with corporate clients and bridge Barclays' offerings with client needs to drive mutual benefit.
• Manage client relationships to understand financial goals, challenges and risk tolerance, supporting analysis of data from portfolios and cash flow to identify trends and opportunities.
• Research client industry trends, regulatory landscape and competitive environment to inform strategic recommendations.
• Design customised solutions using a range of products from Barclays' portfolio addressing client goals.
• Communicate value propositions, justify recommendations and negotiate terms beneficial for client and Barclays.
• Provide guidance on financial decisions, risk management and wealth strategies and keep clients updated on market trends.
• Assess financial, legal and operational risks in client relationships and implement measures to minimise potential losses.
• Document all client interactions and transactions for transparency and auditability to support product development and Barclays strategy.
• Monitor client satisfaction, revenue and other metrics to evaluate relationship management effectiveness.
• Conduct market research and analysis to identify new opportunities, market trends and client needs to drive business growth.
• Director expectations include leading large teams or high-impact projects, guiding policy and procedures, and acting as a senior technical expert and thought leader to influence decisions.

Description du poste

Job Description

Role Responsibilities To establish and nurture profitable partnerships with corporate 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, risk management and wealth management strategies 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.

Execution of market research and analysis to support the identification of potential new opportunities, market trends, and customer needs, to develop strategies for business growth.

Director Expectations

Director Expectations To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide.. They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. Or for an individual contributor, they lead organisation wide projects and act as deep technical expert and thought leader, identifying new ways of working and collaborating cross functionally. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.. Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives. Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function. Escalates breaches of policies / procedure appropriately. Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence. Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate. Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives. Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives. Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations. Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area. Negotiate with and influence stakeholders at a senior level both internally and externally. Act as principal contact point for key clients and counterparts in other functions/ businesses divisions. Mandated as a spokesperson for the function and business division. All Senior 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. 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.

Role Responsibilities Develop and enhance relationships with a portfolio o