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
To establish and nurture profitable partnerships with both corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs.
Manage a business function, providing significant input to function-wide strategic initiatives and influencing policy and procedures.
This role is focused on clients in the North of England (Manchester, Liverpool or Yorkshire) and provides a comprehensive range of investment advice, wealth structuring, and banking services.
Matching Summary
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
Manage client relationships
Design customised solutions
Communicate value proposition
Provide expert investment advice
Assess financial, legal, and operational risks
Monitor client satisfaction and revenue
Nice-to-have
Leverage digital technologies
Foster and guide compliance
Influence external environment
Demonstrate leadership behaviours
Embody Barclays Values and Mindset
Key Requirements
Educated to Degree level
Appropriate regulatory qualifications
Experience managing private client individuals and families
Experience in controlling and monitoring risk
Experience in Financial Services industry
Experience in Retail regulated products and services