Join us as a Relationship Director in our Healthcare, Hospitality and Leisure team within UK Corporate.
In the UK Mid Corporate Coverage business area of Corporate Banking we seek to understand our clients’ objectives, opportunities and challenges, and work with them to achieve their business ambitions. We offer expert industry insight across every sector: from manufacturing and technology, to restaurants and law firms, working with product specialists to deliver the appropriate financial solutions for our clients.
As a Relationship Director you will effectively manage, develop and grow a portfolio of approximately 40 customers each with a turnover of between circa £6.5 and £50m or having debt requirements in excess of £1m through excellent customer service and deepening relationships. You will proactively maximise all opportunities within your local market, to attract and gain new customers to the Bank. Business development is a key focus of this role and the goal is to secure 2 (or more) new to bank customers in each financial year or deliver client acquisition annualised income contribution of at least £150k from at least 2 new client business relationships.
Essential Skills/Basic Qualifications:
- The candidate should already have some experience in being part of or had led deal teams to deliver client transactions, products or services.
- Confident and professional personal and written skills and client presence with the ability to call, meet and negotiate with clients as the lead point of contact.
- Requires a good working knowledge of corporate banking products and services including those linked to cash management, card payments, trade & working capital and FX solutions being particularly relevant to the role.
- Credit skills and debt finance – has risk accreditation L1 or 2 or at a minimum a demonstrable financial understanding of business with the ability to undertake L2 within 12 months.
Desirable skills/Preferred Qualifications:
- Established or existing account management and business development skills and achievements.
- Previous experience of working within Healthcare or Hospitality and Leisure
- Debt finance appraisal skills directly relevant to Corporate Banking.
- Familiarity with running events and/or client entertainment with senior guests.
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in London.
Purpose of the role
To establish and nurture profitable partnerships with corporate clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities
- 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.
Vice President Expectations
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
- Manage and mitigate risks through assessment, in support of the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
- Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
- Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
- Adopt and include the outcomes of extensive research in problem solving processes.
- Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.