Relationship Manager

Posted 13 Days Ago
Be an Early Applicant
L'Esplanade, Bas-Rhin, Grand Est, FRA
In-Office
Entry level
Fintech • Financial Services
The Role
Manage and grow a portfolio of multinational fiduciary clients in Jersey by providing banking, investment, foreign exchange, wealth structuring, and trust solutions. Build senior-level client relationships, identify commercial opportunities, negotiate pricing, acquire new clients, prepare credit proposals, manage risk, ensure regulatory compliance, and deliver revenue and asset growth in partnership with global colleagues and specialists.
Summary Generated by Built In
Job Description

Purpose

Deliver exceptional sales and business performance by acquiring, developing and maintaining highly proactive, long term client relationships. Protect Barclays reputation through sound risk decisions by managing client group within their risk profile and appropriate regulatory framework.

Accountabilities

  • Manage and grow client relationships and acquire new clients - identifying and managing solutions to meet a wide range of client needs

  • Establish a sound understanding of the strategy of the clients in their portfolio through regular proactive contact, responding to client / prospect queries and requests and identifying opportunities that will deliver long term commercial reward  

  • Manage operational, reputational, financial crime and credit risk for the portfolio to avoid exposing Barclays to undue risk

  • Ensure all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework  and internal Barclays Policies and Policy Standards

  • Service/group relationships - referrals to group colleagues

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.

Join us as a Relationship Manager within our Crown Dependencies team based in Jersey.


The Crown Dependencies business offers a range of banking, credit and investment management solutions. Supporting Fiduciary clients and their underlying global clients from Jersey with relevant solutions through relationship-led service, online channels and product specialists.

 

As a Relationship Manager, you will act as a trusted adviser to multi-national fiduciary clients, delivering exceptional sales and business performance while maintaining sound risk management and building long-term internal and external relationships. Working with colleagues globally, you will provide banking, investment, and other services to ensure a holistic and high-quality client experience.

 

Relationship Managers are expected to proactively manage and grow client relationships, identify commercial opportunities, and partner with specialists to deliver tailored solutions. You will engage with senior client stakeholders, understand their evolving needs, and help deliver revenue and asset growth in line with business objectives.

 

What you will be doing:

  • Manage and grow a portfolio of relationships with multi-national fiduciary clients, acting as a trusted adviser
  • Deliver banking, investment, and related services in partnership with global colleagues and specialists
  • Provide holistic solutions across banking, investments, foreign exchange and wealth structuring including trusts
  • Maintain regular proactive contact with clients and respond quickly to client queries and needs
  • Build a strong understanding of each client’s business, strategy, and financial requirements
  • Identify and convert commercial opportunities for long-term client and business value
  • Engage with senior leadership teams within client organisations to anticipate future business needs
  • Negotiate pricing and determine the most suitable products and services for clients
  • Acquire new clients through referrals, introducer networks, and broader relationship development
  • Construct credit proposals, including risk analysis and mitigation, for specialist sanction
  • Ensure high standards of client service, product delivery, and operating model compliance
  • Support the end-to-end client experience and contribute to business and change initiatives
  • Deliver revenue and asset growth in line with individual and team targets

 

Essential Skills/Basic Qualifications:

  • Previous experience within financial services
  • Strong track record in client relationship management and delivering high-quality client outcomes
  • Strong relationship-building, communication and influencing skills across a broad stakeholder group
  • Commercial awareness with the ability to identify opportunities and negotiate effectively
  • Sound understanding of operating in a highly regulated environment

 

Desirable skills/Preferred Qualifications:

  • Sound understanding of trust and company structures
  • Logical and structured approach to delivering outcomes
  • Excellent written and verbal communication skills across all levels

 

This role is based in Jersey.

 

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.

Skills Required

  • Previous experience within financial services
  • Experience in client relationship management
  • Track record of delivering high-quality client outcomes
  • Strong relationship-building, communication, and influencing skills
  • Commercial awareness and ability to identify opportunities and negotiate effectively
  • Understanding of operating in a highly regulated environment
  • Understanding of trust and company structures
  • Logical and structured approach to delivering outcomes
  • Excellent written and verbal communication skills across all levels
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: London
83,500 Employees

What We Do

Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group. With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 83,500 people. Barclays moves, lends, invests and protects money for customers and clients worldwide.

Similar Jobs

Marsh McLennan Logo Marsh McLennan

Flexible Benefits Client Relationship Manager

Fintech • HR Tech • Insurance • Consulting
In-Office
5 Locations
78000 Employees
65K-120K Annually

Pfizer Logo Pfizer

Platform Engineer

Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
Remote or Hybrid
33 Locations
121990 Employees

Pfizer Logo Pfizer

Medical Channel Strategy and Engagement Lead

Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Biotech • Pharmaceutical
In-Office or Remote
34 Locations
121990 Employees
231K-385K Annually

Accuris Logo Accuris

Associate 4, Professional Services - France

Information Technology • Machine Learning • Software • Conversational AI • Generative AI • Manufacturing
Remote or Hybrid
France
1000 Employees
45K-52K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account