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Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs. Step into the role of a Barclays Small Business Manager, where you will support local businesses through steady guidance and genuine relationship‑building. You’ll look after a varied group of clients, help them navigate their banking needs, and keep risk awareness central to your work. By partnering with colleagues across the Crown Dependencies, you’ll contribute to a smooth, joined‑up service across banking, lending, investments and other products, ensuring clients feel well supported.
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 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:
Managing a client portfolio with care, alongside an understanding of the regulated environment the bank operates in
Working within financial services and applying awareness of markets, business needs, and wider economic or political conditions
Staying calm and organised when handling several tasks at once and knowing how to prioritise effectively
Clear communication, active listening, and building positive working relationships
Applying risk awareness thoughtfully in day‑to‑day work while supporting clients with reliability and trust
Nice to have:
A clear and steady approach to analysing situations and working toward outcomes
Well‑crafted written and verbal communication across a range of audiences
Integrity and respect for confidentiality when handling sensitive information
A collaborative mindset, contributing to a supportive team environment
Organised working habits, including time‑management and planning, along with helpful banking or investment knowledge or qualifications