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Date live: Jun. 30, 2025

Business Area: International Corporate Banking

Area of Expertise: Relationship Management

Reference Code: JR-0000059725

Contract: Permanent

Join us as a Relationship Director in the Insurance sector, where you will display a natural sense of curiosity and willingness to continually develop yourself though formal and informal learning and improved understanding of the clients which we work with. Contributing fully, working in a very dynamic and fast-paced environment, you will be a true team player and keen to share ideas and best practice with your peers.

As a Relationship Director you will be able to swiftly raise a deal to the team and project manage a transaction across the Corporate Bank in terms of structuring, risk, legal, portfolio and deal execution. Ability to network effectively both internally and externally and maintain/develop relationships with C-Suite client officials, KBIs, product specialists and other key figures in the business community.

Business development plans will need to be developed and implemented into a selective customer base of the Bank’s most sophisticated and complex customers. Sales activity will be demanding both in terms of the market place, which is very competitive, and the need to structure banking proposals for a critical customer audience. Customers will be sophisticated, demanding excellent and highly professional service. 

To be successful in this role you will have:

  • Extensive client coverage experience, with a preference given to experience covering the insurance industry and or NBFI’s.
  • Strong technical knowledge including financial statement analysis, credit analysis, and experience in loan/trade origination and deal execution. Sector knowledge in the insurance industry would be beneficial.
  • Strong knowledge of corporate and investing banking products, services and policies.
  • Excellent communication and presentation skills. 
  • Credit risk management expertise – requirement to complete risk accreditation within 12 months of being in role, plus any other targeted learning or annual accreditations, and application of the skills to a high level on a daily basis. 

Desirable skills include:

  • A strong understanding of complex payments, liquidity and debt and organisational structures
  • Good awareness of Barclays Corporate & Investment Banking products & services, knowledge of profit drivers (income, RWAs, pricing, credit grading, etc.) and competition in the UK corporate banking market.
  • The job holder will be required to undertake a significant number of visits to customers at their own premises requiring a high degree of mobility.

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 both corporate and individual 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, 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.

Vice President Expectations

  • To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
  • If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
  • If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
  • OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
  • 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.

More about working at Barclays