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Embark on an exciting career opportunity within our Non‑Bank Financial Institutions (NBFI) Coverage Team, as a Relationship Director you will manage a portfolio of core client relationships in our FinTech & PSP ( Payment Service Provider) team, demonstrating outstanding customer relationship management skills in order to embed and grow client relationships. You will drive our strategy towards these clients, which entails empowering your relationship team and business partners to deliver the best of Barclays to your clients. You will manage a portfolio of high growth, complex and strategically important Insurance companies, FinTech & PSP, Funds & Asset Managers customer relationships, maximising sustainable income and client profitability through providing excellent service and becoming recognised as a trusted advisor to clients.
Job Responsibility
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
Requirements
Minimum of 8 years of experience of client relationship coverage, delivering FX, cash management products and services to Insurance companies, FinTech & PSP, Funds & Asset Managers clients
Local / regional market experience of covering clients in this sector
Originator with an ability to independently lead and drive his/her own portfolio
Good understanding of Transaction Banking products as well as credit risk and lending experience
Excellent communication and presentation skills
The candidate should be already experienced in leading complex client relationships and/or in a coverage role with exposure to complex clients and has a demonstrable ability to support such relationships with confidence
Requires a good knowledge of corporate banking products and services including those linked to cash management and FX solutions being particularly relevant to the role
Credit Skills are required
Leadership of others
Understanding of Fintech and regulated Non-Bank Payment Service Providers market, the different client types we serve
Experience of dealing with High Risk client sectors