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Targeting new to bank clients and lending opportunities in the region alongside growing relationships with existing clients
Collaborate seamlessly with a diverse group of real estate specialist bankers together with teams in business development, real estate specialist lending, Credit Risk, Portfolio and Product
Be an ambassador for Barclays, facing off to key real estate sector professionals, investors, advisers and brokers, fostering strong relationships to generate new opportunities and business
Support a portfolio of real estate clients, driving growth, ensuring client satisfaction, and maintaining control over that portfolio
Play a crucial role in developing your colleagues by providing coaching, sharing industry insights, to ensure the highest standards of consistently excellent delivery
Requirements
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