Job Description

Join us as a Relationship Director at Barclays!



We are seeking a highly experienced and motivated Relationship Director to join our Private Bank team. This role offers the opportunity to work within a well-established portfolio of local corporate clients while actively driving business development efforts to expand our client base. With a strong focus on relationship management, credit risk assessment, and investment knowledge, this position is pivotal in maintaining and growing key client relationships within Barclays.



As part of a dynamic team, you will work alongside experienced professionals, adding to an already well-structured portfolio. Your responsibilities will include managing existing high-net-worth corporate clients, identifying new business opportunities, and ensuring a high standard of risk management.



This position is customer-facing, involving regular meetings, networking, and attendance at industry events to strengthen client relationships and expand Barclays' market presence. This role is ideal for a professional with a background in financial services, particularly in corporate banking, who possesses strong credit and risk management skills. Qualifications and relevant certifications are essential.



A typical day in this role includes preparing and conducting client meetings, assessing risk and credit applications, seeking opportunities to introduce specialist advisors, managing day-to-day client servicing, and participating in key industry events.



This is a senior-level opportunity with career growth potential within Barclays. It is well-suited to individuals who enjoy client interaction, building relationships with senior executives, and contributing to the success of a globally recognized financial institution. Dealing with high-net-worth clients structures and corporate clients in the portfolio, this role provides a gateway to a broader Barclays network and the potential to make a lasting impact.



The ideal candidate will possess strong communication skills, a proven sales track record, and extensive experience of relationship management. This is a fantastic opportunity to join a prestigious team and play a critical role in driving business success at Barclays.



This role is based in Guernsey.



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.

Essential Criteria

:

New Business and Asset Acquisition

- Demonstrated ability to acquire new clients, net new assets, credit, and investments.

Client Service Excellence

- Proven experience in maintaining high levels of client service and delivery.

Product and Credit

- Expertise in banking products, credit structuring, and addressing client queries effectively.

Cross-Department Collaboration

- Experience acting as a key interface between clients and multiple business divisions such as Wealth Advisory, credit, Cash and liquidity, Investment Advisory, and Portfolio Management.

Financial Market Knowledge

- Strong understanding of market trends, issues, and opportunities to provide valuable insights to clients.

Desirable Criteria:

Sales and Negotiation Skills

- Ability to drive revenue growth through effective sales strategies and negotiations.

Strong Networking Capabilities

- Participation in industry events and relationship-building within high-net-worth and corporate banking sectors.

Risk and Credit Assessment Proficiency

- Familiarity with risk assessments and credit applications to support financial decision-making.

Corporate Banking and Investment Experience

- Previous work within a financial institution focusing on high-value corporate clients.

Strategic Mindset

- Capability to identify and seize business opportunities within Barclays' global network.

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.

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.