Purpose of Role:
- Develop and enhance relationships with a portfolio of UK Corporate Bank clients operating in the Financial Services sector
- Foster proactive collaboration with teams such as Large Corporate Lending, M&A, Trade and Working Capital, Risk Solutions, Payments & Cash Management and the Private Bank to win new business and deliver consistently excellent outcomes for clients
- Play a leading role in developing and executing UK Corporate Bank’s strategy for Financial Services sector clients – a strategy that is sharply focused on delivering segment leadership, building on UK Corporate Bank’s strong reputation, and growing the business in a significant and sustainable way
- Represent Barclays to external and internal stakeholders and contribute to a sector focused marketing strategy that will include the creation of thought leadership material and the delivery of sector specific events
- Act as First Line of Defence in line with the Bank’s risk management framework
To be successful in this role, candidates should possess the following experience and attributes:
- Coverage Mindset: Proven track record in developing client account plans and identifying opportunities to meet clients’ current and evolving needs for the Bank’s products and services
- Sector Focus: Deep understanding of the challenges and opportunities facing Financial Services businesses, and a demonstrable track record of providing innovative solutions to support clients' sustainable growth
- Market presence: Able build a strong sector-focused network across clients, prospective clients, advisors and industry bodies.
- Financial Skills: Strong financial analysis skills with the capability to teach and coach others
- Risk Management: Ability to anticipate and identify risks, implementing appropriate mitigation strategies.
- Interpersonal Skills: Excellent influencing skills with the ability to build positive working relationships with clients, colleagues, and stakeholders
- Market Insights: Experience in pricing, product propositions, and competitive positioning to enhance UK Corporate Bank’s offerings and market share
- Communication: Exceptional organisational, written, and verbal communication skills
- Business Development: Experience in building new businesses and sustainable new to firm revenues
- Analytical Skills: Capability to gather, interpret, and analyse information to effectively respond to customer and stakeholder needs
Purpose of the role
To establish and nurture profitable partnerships with corporate 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, 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.
- Execution of market research and analysis to support the identification of potential new opportunities, market trends, and customer needs, to develop strategies for business growth.
Director Expectations
- To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide..
- They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. Or for an individual contributor, they lead organisation wide projects and act as deep technical expert and thought leader, identifying new ways of working and collaborating cross functionally. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
- Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function wide strategic initiatives.
- Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.
- Escalates breaches of policies / procedure appropriately.
- Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence.
- Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate.
- Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives.
- Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector / functional knowledge, and insight into external market developments / initiatives.
- Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/ sensitive situations.
- Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area.
- Negotiate with and influence stakeholders at a senior level both internally and externally.
- Act as principal contact point for key clients and counterparts in other functions/ businesses divisions.
- Mandated as a spokesperson for the function and business division.
All Senior 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.
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.
