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, incorporating various products and services from the bank's portfolio.
- Communicate the value proposition of proposed solutions, justify recommendations, and negotiate beneficial terms.
- Provide guidance to clients on financial decisions, offering expert investment advice, risk management, and wealth management strategies.
- Assess financial, legal, and operational risks associated with client relationships 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 relevant metrics to evaluate relationship management effectiveness.
Director Expectations
- Provide expert advice to senior functional management and committees, influencing decisions outside of own function.
- Manage, coordinate, and enable resourcing, budgeting, and policy creation for a significant sub-function.
- Escalate breaches of policies and procedures, foster compliance, and ensure regulations are observed.
- 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 within own discipline.
- Use interpretative thinking and advanced analytical skills to solve problems and design solutions in complex/sensitive situations.
- Exercise management authority to make significant decisions and strategic recommendations within own area.
- Negotiate with and influence stakeholders at a senior level, both internally and externally.
- Act as principal contact point for key clients and counterparts in other functions/business divisions.
- Mandated as a spokesperson for the function and business division.
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. The four LEAD behaviors are: L – Listen and be authentic, E – Energize and inspire, A – Align across the enterprise, D – Develop others.
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.