Description
The purpose of this role is to establish and nurture profitable partnerships with corporate and individual clients, ensuring mutual benefit and long-term success.
Accountabilities
- Manage client relationships to identify financial goals, challenges, and risk tolerance, and provide tailored solutions
- Research and understand client industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
- Design customized solutions addressing client-specific needs and objectives, using a range of products and services
- Communicate the value proposition of proposed solutions, justify recommendations, and negotiate beneficial terms
- Provide guidance on financial decisions, offering expert investment advice, risk management, and wealth management strategies
- Assess financial, legal, and operational risks, and implement measures to minimize potential losses
- Document client interactions, transactions, and agreements to ensure transparency and auditability
- Monitor client satisfaction, revenue generated, and other metrics to evaluate relationship management effectiveness
Director Expectations
- Provide expert advice to senior management and committees, influencing decisions outside of own function
- Manage, coordinate, and enable resourcing, budgeting, and policy creation for a significant sub-function
- Foster and guide compliance, ensuring regulations are observed and processes are in place
- Focus on the external environment, regulators, or advocacy groups to monitor and influence on behalf of Barclays
- Demonstrate extensive knowledge of how the function integrates with the business division/group to achieve overall business objectives
- Maintain broad and comprehensive knowledge of industry theories and practices, and stay up-to-date with sector developments
- Use interpretative thinking and advanced analytical skills to solve problems and design solutions in complex situations
- Exercise management authority to make significant decisions and strategic recommendations
- Negotiate with and influence stakeholders at a senior level, internally and externally
- Act as principal contact point for key clients and counterparts in other functions/business divisions
All Senior Leaders are expected to demonstrate a clear set of leadership behaviors to create an environment for colleagues to thrive and deliver to a consistently excellent standard.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, and the Barclays Mindset – to Empower, Challenge, and Drive.