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 the 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 of value proposition: Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that are beneficial for both the client and the bank.
• Provision of 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.
• Assessment of risks: 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.

Vice President Expectations

• Contribution to strategy: Contribute or set strategy, drive requirements, and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and escalate breaches of policies/procedures.
• Team management: If managing a team, define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance, and contribute to employee pay decisions/changes. Lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long-term goals and ensuring that budgets and schedules meet corporate requirements.
• 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: If the position is an individual contributor, they will be a subject matter expert within their own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide, and coach less experienced specialists and provide information affecting long-term profits, organisational risks, and strategic decisions.
• Advising stakeholders: Advise key stakeholders, including functional leadership teams and senior management on functional and cross-functional areas of impact and alignment.
• Risk management: Manage and mitigate risks through assessment, in support of the control and governance agenda. Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work their team does.
• Understanding of organisation functions: Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaboration: Collaborate with other areas of work, for business-aligned support areas to keep up to speed with business activity and the business strategies.
• Analytical thought: Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Research outcomes: Adopt and include the outcomes of extensive research in problem-solving processes.
• Relationship building: Seek out, build, and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
• Barclays Values: 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.