Premier Relationship Manager

Premier Relationship Manager
Guernsey

As a Barclays Premier Relationship Manager, you will build highly proactive, long term, internal and external business relationships to grow and develop a portfolio of local Premier clients with aim to generate sustained revenue and to recruit new clients. Within this role, you will be working with colleagues across the Barclays group to deliver banking and other services thus ensuring a holistic service for the client, whilst adhering to Barclays regulatory and compliance policies.

What will you be doing?
•    Building/growing effective Client Premier relationships
•    Managing portfolios of up to circa 300 clients whose asset value held with Premier is £250k+
•    Identifying and managing client solutions to meet a wide range of client needs
•    Growing commercial revenues through building/developing/maintaining trusted relationships
•    Cooperating with range of internal stakeholders (Risk Managers/Service Managers/ Investment Advisors/Mortgage Specialists/Barclays Operations) to ensure service delivery
•    Managing operational, reputational and credit risk for the client portfolio and ensuring that risk service standards (legal and regulatory) are constantly adhered to
•    Researching and maintaining sound risk     management and preventing emerging risks where possible

What we’re looking for:
•    Previous experience within financial services with the ability to display a technical competency within Banking, Investments, Lending and foreign exchange
•    Advanced knowledge of the highly regulated environment within which banks operate and knowledge of global economic/political conditions, and the implication these have on clients
•    Commercial and revenue generating experience as well as developed local network of clients

•    Experience in delivering high quality client portfolio management where client relations are a central focus point 

Skills that will help you in the role:
•    The ability to demonstrate a logical and structured approach to achieving desired outcomes along with excellent written and oral communication skills 
•    The ability to display a high integrity due to the sensitive and confidential nature of information handled

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 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.

Assistant Vice President Expectations

• To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions.
• Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes
• 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 lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes.
• Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
• Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
• Take ownership for managing risk and strengthening controls in relation to the work done.
• Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
• Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
• Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
• Influence or convince stakeholders 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.