VP - Investment Consultant Relations

Barclays Capital; Greater London; On-site; GBP 120,000 - 180,000; Full time

Job summary

Barclays in London seeks a Vice President, Investment Consultant Relations to grow Barclays Private Bank's investment consultant strategy across the UK and Crown Dependencies. The role combines relationship management, business development and investment expertise.

You will work with senior members of the Consultant Relations team to deepen existing relationships, proactively develop new opportunities and ensure high standards of client service and regulatory compliance.

Responsibilities

• Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals.
• Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding, banking transactions, Investments, credit & digital solutions.
• Work closely with Operations and other support functions to deliver positive outcomes for clients.
• Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times.
• Responsible for all aspects of clients servicing and service engagement plans, including leading client service review visits to support and improve client experience.
• Develop relationships with other areas of the bank; joint responsibility with internal colleagues for end-to-end client experience.

Job description

Job Description

Purpose

Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations.

Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding, banking transactions, Investments, credit & digital solutions.

Work closely with Operations and other support functions to deliver positive outcomes for clients.

Accountabilities

Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times

Responsible for all aspects of clients servicing and service engagement plans. To include leading client service review visits to support and improve client experience

Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction.

Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams

Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities

Vice President Expectations

To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escal ...

If managing a team, they define jobs and responsibilities, planning for the department's future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements.

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 be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.

Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.

Manage and mitigate risks through assessment, in support of the control and governance agenda.

Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.

Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.

Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.

Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.

Adopt and include the outcomes of extensive research in problem solving processes.

Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills 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.

Investment Consultant Relations | Barclays | London

The Vice President, Investment Consultant Relations role will contribute to the continued growth and delivery of Barclays Private Bank's investment consultant strategy across the UK and Crown Dependencies.

This is an externally focused role combining investment consultant relationship management, business development, and investment expertise. The role holder will work closely with senior members of the Consultant Relations team to deepen existing consultant relationships, proactively devel