Description
The Client Relationship Manager role involves establishing and nurturing profitable partnerships with corporate and individual clients. You will act as a bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Key Responsibilities:
- Manage client relationships to identify financial goals, challenges, and risk tolerance.
- Analyse data from various sources to identify trends and areas for improvement.
- Research industry trends, regulatory landscapes, and competitive environments to inform strategic recommendations.
- Design customised solutions addressing client-specific needs and objectives.
- Communicate the value proposition of proposed solutions and negotiate terms beneficial to both parties.
- Provide expert investment advice, risk management, and wealth management strategies.
- Assess financial, legal, and operational risks and implement measures to minimise potential losses.
- Document client interactions, transactions, and agreements for transparency and auditability.
- Monitor client satisfaction, revenue generated, and other relevant metrics.
Director Expectations:
- Provide expert advice to senior functional management and committees.
- Manage, coordinate, and enable resourcing, budgeting, and policy creation.
- Escalate breaches of policies and procedures.
- Foster and guide compliance with regulations.
- Focus on the external environment, regulators, or advocacy groups.
- Demonstrate extensive 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 a principal contact point for key clients and counterparts.
Leadership Behaviours and Values:
- Demonstrate Barclays' Values of Respect, Integrity, Service, Excellence, and Stewardship.
- Exhibit the Barclays Mindset – Empower, Challenge, and Drive.