Team Leader

Barclays UK; London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading financial institution in London is seeking an exceptional leader to expand its Private Bank and Wealth Management presence. The role involves managing relationship initiatives, setting strategic direction, and overseeing product development risk. The ideal candidate will have substantial financial services experience, professional qualifications, and strong team leadership skills. This role offers a challenging opportunity to influence high net worth client strategies within a dynamic environment.

Qualifications

• Broad experience in financial services, especially in regulated products for high net worth clients.
• Ability to establish operational processes for teams.
• High integrity and ability to build positive working relationships quickly.

Responsibilities

• Manage relationship initiatives and set strategic direction.
• Oversee performance and ensure departmental goals.
• Conduct market research to understand trends and regulations.

Skills

Financial services experience

Team leadership

Stakeholder engagement

Talent management

Regulatory compliance

Education

Professional qualifications for supervising FCA-approved persons

Job description

Key Accountabilities

We are seeking an exceptional leader to expand the Private Bank and Wealth Management presence in East Anglia and surrounding areas. Key responsibilities include:

• Achieving and exceeding team objectives with a focus on commerciality, cost discipline, and risk management.
• Providing sales leadership, developing team strategy, and ensuring high-quality delivery.
• Driving individual Wealth Managers & Wealth Planners' commercial activities through effective sales management.
• Engaging with internal and external stakeholders to strengthen the Barclays PBWM brand with key introducers and influencers.
• Supporting client acquisition, servicing, development, and retention to meet business goals.
• Promoting team behavior aligned with the Client Advisory Framework and Barclays Values.
• Identifying opportunities to enhance client experience and increase share of wallet.
• Informing senior management about business opportunities and threats.

The successful candidate will approach this through:

• Monthly 121s using the Wealth Management balanced scorecard.
• Focusing on prospect management and pipeline development.
• Supporting the team in winning new business and removing barriers.
• Creating an engaging environment for client interaction.
• Encouraging proactive advice to clients.
• Leveraging all advice team members, including Wealth Managers, Planners, Investment Advisors, and Mortgage Advisors.
• Driving client service excellence, especially during onboarding and concern resolution.
• Ensuring the right client is matched with the right Wealth Manager.
• Conducting thorough client fact-finding to build deep knowledge and emotional connections.

Person specification:

• Broad experience in financial services, especially in retail regulated products for high net worth clients.
• Ability to establish and maintain operational processes for teams.
• Professional qualifications for supervising FCA-approved persons.
• Competent in performing and supervising regulated activities.
• Experience managing talent and improving team quality through performance management.
• Ability to source and hire new talent.
• High integrity and ability to build positive working relationships quickly.

Purpose of the role

Manage relationship initiatives, set strategic direction, support senior management, and oversee product development risk.

Accountabilities

• Develop strategic direction for relationship management, including methodologies and processes.
• Manage relationship initiatives, oversee performance, and ensure departmental goals.
• Manage stakeholder relationships and external third-party services.
• Develop and implement policies for relationship management.
• Manage relationship risk, including risk identification and mitigation strategies.
• Monitor financial performance, including revenue, profitability, and costs.
• Conduct market research to understand trends, competition, and regulations.

Director Expectations

• Lead a large team or sub-function, influencing strategic initiatives and embedding a performance culture.
• Manage organization-wide projects or act as a technical expert and thought leader.
• Provide advice to senior management and influence decisions.
• Manage resourcing, budgeting, and policy creation.
• Ensure compliance and regulatory adherence.
• Monitor external environment and influence regulatory and industry developments.
• Maintain comprehensive industry knowledge and external insights.
• Use analytical skills to solve complex problems and design solutions.
• Make significant strategic decisions and negotiate with stakeholders.
• Act as a principal contact and spokesperson for the function.

All Senior Leaders are expected to demonstrate leadership behaviors aligned with Barclays' values and behaviors, including Respect, Integrity, Service, Excellence, and Stewardship, as well as the Barclays Mindset of Empower, Challenge, and Drive.