Description
We are seeking an experienced Client Relationship Manager to establish and nurture profitable partnerships with corporate and individual clients. You will act as a bridge between our bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Responsibilities
- Manage client relationships to identify their financial goals, challenges, and risk tolerance.
- Analyse data from various sources, including investment portfolios and cash flow, to identify trends and areas for improvement.
- Research and understand the client's industry trends, regulatory landscape, and competitive environment.
- Design customised solutions that address the client's specific needs and objectives.
- Communicate the value proposition of proposed solutions and negotiate terms that are beneficial for both the client and the bank.
- Provide guidance to clients to support their financial decisions, offering expert investment advice and risk management strategies.
- Assess financial, legal, and operational risks associated with client relationships.
- Document all client interactions, transactions, and agreements.
- Monitor client satisfaction and revenue generated.
Director Expectations
- Provide expert advice to senior functional management and committees.
- Manage, coordinate, and enable resourcing, budgeting, and policy creation.
- Foster and guide compliance, ensuring regulations are observed.
- Focus on the external environment, regulators, or advocacy groups.
- Demonstrate extensive knowledge of how the function integrates with the business division.
- Maintain broad and comprehensive knowledge of industry theories and practices.
- Use interpretative thinking and advanced analytical skills to solve problems.
- Exercise management authority to make significant decisions.
- Negotiate with and influence stakeholders at a senior level.
- Act as principal contact point for key clients.
Leadership Behaviours and Values
- Demonstrate a clear set of leadership behaviours: Listen and be authentic, Energise and inspire, Align across the enterprise, Develop others.
- Embody the Barclays Values: Respect, Integrity, Service, Excellence, and Stewardship.