Overview
Join us as a Relationship Manager, where you will manage a portfolio of approximately 75 customers valued between £1.5 million and £2 million. You will build and maintain strong client relationships by understanding their needs, meeting regularly, identifying growth opportunities and delivering proactive engagement. Your primary focus will be to retain and grow your portfolio by introducing additional products and delivering proactive engagement, in a fast paced and target driven environment. You will protect existing revenue, deepen client relationships and contribute to business development through close collaboration with internal stakeholders and a strong understanding of payments and banking solutions.
Essential Skills / Basic Qualifications
* Strong stakeholder management and relationship management skills
* Target driven, with a clear focus on retention and growth
* Proactive approach, with the ability to uncover new opportunities within existing portfolios
* Excellent communication and interpersonal skills, with confidence meeting clients face to face
* Ability to manage a high volume portfolio while maintaining strong customer engagement
Desirable Skills / Preferred Qualifications
* Experience in acquiring payments or acquiring solutions
* Previous sales experience, ideally within financial services
* Understanding of payments, corporate banking or related products
* Experience identifying and developing business opportunities
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in 1CP London or Northampton. You must also be willing to travel across client sites in the South.
Purpose of the role
To establish and nurture profitable relationships 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.
Accountabilities
* Management of client relationships to identify the client's financial goals, challenges, and risk tolerance to 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 support, 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.
Assistant Vice President Expectations
* To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
* Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
* If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.
* OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
* Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
* Identify ways to mitigate risk and developing 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.
* Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
* Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
* Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
* Communicate complex information. "Complex" information could include sensitive information or information that is difficult to communicate because of its content or its audience.
* Influence or convince stakeholders to achieve outcomes.
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.
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