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.

Accountabilities

• Management of Client Relationships: Identify clients' 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: Research and understand the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design of Customised Solutions: Design customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communication: Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that are beneficial for both the client and the bank.
• Guidance: Provide 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.
• Risk Assessment: Assess financial, legal, and operational risks associated with client relationships, and implement measures to minimise potential losses.
• Documentation: Document 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: Monitor client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Analyst Expectations

• Timely and High-Quality Performance: Perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
• Technical Knowledge: Requires in-depth technical knowledge and experience in their assigned area of expertise.
• Understanding of Principles: Thorough understanding of the underlying principles and concepts within the area of expertise.
• Leadership: Lead and supervise a team, guiding and supporting professional development, allocating work requirements, and coordinating team resources.
• Leadership Behaviours: 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
• Individual Contributor: For an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate.
• Impact: Will have an impact on the work of related teams within the area.
• Partnership: Partner with other functions and business areas.
• Responsibility: Takes responsibility for end results of a team’s operational processing and activities.
• Escalation: Escalate breaches of policies/procedure appropriately.
• Policy Implementation: Take responsibility for embedding new policies/procedures adopted due to risk mitigation.
• Decision Making: Advise and influence decision making within own area of expertise.
• Risk Management: Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation, and codes of conduct.
• Integration Understanding: Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisation's products, services, and processes within the function.
• Coordination Understanding: Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Evaluation: Make evaluative judgements based on the analysis of factual information, paying attention to detail.
• Problem Solving: Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
• Communication: Guide and persuade team members and communicate complex/sensitive information.
• Stakeholder Contact: Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
• Values and Mindset: 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.