Barclays
Relationship Director - Insurance
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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 to 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 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.
Vice President Expectations
- To 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.
- If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also 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.
- 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 be a subject matter expert within 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.
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
- 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 your team does.
- Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
- 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.
- Adopt and include the outcomes of extensive research in problem solving processes.
- 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.
- 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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Join us
Join us as a Relationship Director in the Insurance sector, where you will demonstrate a natural sense of curiosity and a commitment to continuous professional development through both formal and informal learning, while deepening your understanding of the clients and markets in which we operate. Working in a dynamic and fast-paced environment, you will contribute fully as a valued team member, proactively sharing insights, best practice and expertise with colleagues across the organisation.
As a Relationship Director, you will be responsible for identifying, originating and executing business opportunities across a portfolio of insurance clients. You will lead the coordination and project management of transactions across the International Corporate and investment Bank, working closely with product, risk, legal, portfolio management and execution teams to deliver successful client outcomes. You will possess strong networking and relationship management skills, enabling you to build and maintain effective relationships with C-suite executives, key business influencers ("KBIs"), product specialists and other stakeholders both internally and externally.
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You will develop and implement business development plans across a selective portfolio of the Bank's most sophisticated and complex clients. The role requires a high level of commercial acumen, as sales activity is conducted within a highly competitive marketplace and often involves structuring bespoke banking solutions for a demanding client base. Clients will expect exceptional standards of professionalism, responsiveness and service, and you will be expected to represent Barclays accordingly.
Requirements
To be successful in this role you will have:
- Extensive client coverage experience, with preference given to candidates with experience covering the insurance sector and/or non-bank financial institutions (NBFIs).
- Strong technical knowledge, including financial statement analysis, credit analysis, and experience in loan and trade origination and deal execution. Knowledge of the insurance sector would be advantageous.
- Demonstrated knowledge of corporate and investment banking products, services and policies.
- Excellent communication, influencing and presentation skills.
- Credit risk management expertise, including a requirement to complete risk accreditation within 12 months of appointment, together with any other targeted learning and annual accreditation requirements, and to apply these skills effectively on a day-to-day basis.
- The ability to operate effectively within a regulated environment, demonstrating strong judgement, risk awareness and adherence to Barclays' control framework and conduct standards.
- A commitment to successfully completing and maintaining all required CISI qualifications and continuing professional development requirements relevant to the role.
Desirable skills
- A strong understanding of complex payments, liquidity, debt products and organisational structures.
- Good awareness of Barclays Corporate & Investment Bank products and services, including an understanding of key performance drivers such as income, RWAs, pricing and credit grading, together with knowledge of the competitive landscape in UK corporate banking.
- Knowledge of the UK insurance market, including insurers, reinsurers, brokers, MGAs and wider sector dynamics.
- The role requires regular travel to client locations and industry events, and therefore a high degree of mobility and flexibility.
Additional Information
This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
This role is based in London.
You may be assessed on the key critical skills relevant for success in the role, including risk and controls, change and transformation, business acumen, strategic thinking, and digital and technology capabilities, as well as job-specific technical skills.
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