Identify financial goals, challenges, and risk tolerance
Design customised solutions
The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs
Job Summary
The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
Key accountabilities include managing client relationships, researching industry trends, designing customized solutions, communicating value propositions, providing guidance, assessing risks, and documenting interactions.
Director expectations involve managing a business function, contributing to strategic initiatives, managing teams or leading organization-wide projects, and providing expert advice to senior management.
Matching Summary
The purpose of the role is to establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
Skills & Requirements
Must-have
Establish and nurture profitable partnerships
Identify financial goals, challenges, and risk tolerance
Design customised solutions
Communicate value proposition and negotiate terms
Provide expert investment advice
Monitor client satisfaction and revenue
Nice-to-have
Thought leader in new ways of working
Foster and guide compliance
Focus on external environment and regulators
Demonstrate leadership behaviours
Embrace Barclays Values and Mindset
Key Requirements
Proven experience in relationship management
Deep expertise in Corporate and Investment Banking products
Strong communication and commercial skills
Excellent industry and credit understanding
Demonstrated focus on risk management and controls