Overview
Job Description Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Responsibilities
* Management of client relationships to identify the clients' financial goals, challenges, and risk tolerance; support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
* Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
* Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
* Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
* Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies, and updates on market trends to ensure a positive and continuous relationship.
* Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
* Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
* Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
Role and Expectations
* Consult on complex issues; provide advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and develop new policies/procedures in support of the control and governance agenda.
* Take ownership for managing risk and strengthening controls in relation to the work done. Collaborate with other areas of work to keep up to speed with business activity and the business strategy.
* Engage in complex analysis of data from multiple internal and external sources to solve problems creatively and effectively. Communicate complex information and influence or convince stakeholders to achieve outcomes.
* Demonstrate Barclays Values of Respect, Integrity, Service, Excellence and Stewardship, and the Barclays Mindset to Empower, Challenge and Drive.
* As a Business Relationship Manager at Barclays, utilise stakeholder management skills to build and maintain relationships with existing high value clients and identify opportunities to attract new clients with business development expertise.
* Be flexible and adaptable with time, managing your own diary to ensure client needs are met. The role involves visiting clients at their premises, in the office, and working from home each week.
* This role will be based in Newbury.
Qualifications
* Experience with business development and client relationship management.
* Experience managing internal and external stakeholders.
* Strong interpersonal skills.
* Ability to analyze data from multiple sources and communicate complex information effectively.
* Key skills include risk and controls, change and transformation, business acumen, strategic thinking, and digital/technology competencies.
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