Encore! Fellow, Relationship Director

16 Sep 2017
14 Oct 2017
Contract Type
About Barclays
Barclays is a Global consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 130,000 people.

Encore! Overview
Encore!, one of Barclays' flagship diversity and citizenship programs, is designed for individuals who have taken a career break and now wish to re-enter the workforce. The program provides leadership and development training, as well as a paid 10-week fellowship in London beginning in January 2018. Qualified candidates with strong performance will be offered full-time roles based on availability and mutual interest.

P rivate Bank & Overseas Services (PB&OS) is a division of Barclays International. It provides wealth management and corporate banking services to personal and specialist non-personal clients. Within PB&OS the Overseas Services business operates out of London, Jersey, Guernsey and the Isle of Man. We provide offshore banking and investment services to specialist business segments - Fiduciaries, Funds, Family Offices, Captive Insurers and Offshore Corporates - and international banking and investment services to personal clients resident in countries around the world. We also offer personal and small / local corporate banking services to individuals and businesses resident in Jersey, Guernsey and Isle of Man. We also provide offshore booking capabilities for other parts of PB&OS and Barclays.

Overall purpose of role

The Relationship Director role within the team is to build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of International corporate clients to generate sustained long term income. A key element of the role is the Relationship Director engaging with the clients senior management team and obtaining an in depth understanding of their strategic business needs and issues and overtime being seen as a 'Go To' by potential clients.

The Relationship Director will work closely with colleagues from the across the Barclays Group. Whilst adhering to regulatory requirements and compliance policies to avoid exposing the business to undue risk. The ultimate aim of the Relationship Director is to build and maintain a portfolio of clients, deliver exceptional sales & business performance whilst maintaining sound risk management.

Key Accountabilities

New Business Origination:

The role holder will work to identify, develop and secure new relationships with a range of Barclays Wealth and Investment Management and Barclays Group partners across the target jurisdictions or market, as part of the new client acquisition strategy across booking platforms. In developing these relationships with other parts of Barclays Group to ensure clients are managed in the most appropriate way, colleagues will have joint responsibility for the end to end client experience, ensuring client satisfaction.

The successful candidate will also actively lead initiatives with external business introducers, trade associations, solicitors and accountants.

In fulfilling the above accountabilities, the Relationship Director will increase the portfolio value of key International Corporate clients.

Client Service/Portfolio of Clients:

The role holder will actively manage and grow effective client relationships, identifying and managing solutions to meet a wide range of client needs, including banking, investments, foreign exchange and wealth structuring. The role holder must maintain regular proactive contact with the client and respond swiftly to client queries and questions. The role holder must demonstrate a quality understanding of the business and strategy of the clients within their portfolio. They must identify opportunities and convert them for long term commercial reward, as well as to be able to manage their own business plan and continuously refine how to achieve their business goals. The role holder will also proactively acquire new clients through referrals from existing clients and relationships with a network of introducers.

Risk Management:

Barclays is dedicated to quality Risk Management at all times; the role holder will therefore ensure that standards, both legal and regulatory, are constantly adhered to in order to avoid exposing the business to undue risk. These standards include the bank's guidelines on Customer Acceptance, Data Protection, Cross Border Policy, Anti-Money Laundering, Customer Due Diligence, Financial Crimes, Prohibitions and Sanctions. The role holder will research and maintain sound risk management and prevent emerging risks where possible.

Internal Relationship Management:

The role holder will be committed to ensuring that clients have access to the best possible service that Barclays can offer. The role holder will therefore develop relationships with other parts of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring satisfaction.

Supervisory Responsibilities:

The role holder may be required to supervise a small number of Account Executives on a day-to-day basis, although there will be no direct line management responsibility for these members of staff.

Stakeholder Management and Leadership

The role holder will be able to identify and provide tailored solutions to meet a wide range of client needs. The role holder will also establish thorough client plans, react to and develop new opportunities from client contacts, ensuring appropriate provision of products and services both directly and via product specialists.

Role Competencies

To create and grow a great place to be through:

Be a strong team player, sharing knowledge and best practice, and supporting others as needed. Take responsibility for your own development both in terms of developing yourself to your full potential, as well as educating yourself and staying up-to-date with the technical and procedural knowledge required for your role. Create an environment where all colleagues feel valued, motivated and supported to perform at their best. Understand the Barclays Citizenship framework and incorporate it into your everyday work. Play your part in positively impacting the communities in which we operate, developing strong relationships and promoting the wider Barclays services.

To deliver sustainable revenue leading to growth through:

Deliver your individual personal goals, evidencing clear contribution to the overall Overseas Services growth ambitions. Have an effective business plan in place, to enable you to support your team and the wider business in achieving their commitments for income and costs. Contribute proactively to local initiatives and wider change programmes. Actively promote the wide range of product and services on offer, leading to a strong and diversified portfolio.

To transform how we interact with customers through:

Transform client interactions by actively contributing to the automate, simplify, connect agenda. Embrace the digital journey, ensuring clients get the maximum benefit. Deliver an exceptional level of service to all of our clients by having a deep understanding of their needs and developing continuous service improvements. Prevent detriment to customers and clients caused by inappropriate judgement in the execution of business activities, ensuring adherence to Conduct Risk policy and procedures. Adapt, offer and implement core Barclays services as required in the business segment/s you support

Person Specification

The role holder will have spent a high proportion of their career within financial services and will have a thorough understanding and appreciation of the need to operate to high risk and regulatory standards particularly in their target markets. The suitable individual will have excellent technical competencies such as; profit orientation and business awareness with a client focus, relationship-orientated in a culturally diverse international market and the ability to exert commercial negotiation and influencing skills. Demonstration of strong knowledge of global economics and political conditions, current affairs and competitor activity and the implication of these will be necessary for benefit of our clients. Candidates will be able to demonstrate a depth of commercial understanding of the businesses they have supported in the past, coupled with an appetite to build a deep appreciation of the corporate and intermediary banking sector.

Academic and professional qualifications

The preferred candidate will have suitable industry qualifications and a knowledge of the standards expected by the UK Financial Conduct Authority (as Barclays lead regulator), detailed understanding of various policies adopted by Barclays Wealth including Customer Acceptance procedures, Cross Border Policy, Financial Crimes, Prohibitions and Sanctions Policy KYC, Anti money Laundering policies and fraud prevention, risk avoidance policies and practices.

A high-quality degree level education, a first class academic record or an MBA is beneficial.

Language skills

Excellent command of the English language with strong written and verbal communication skills is crucial

Personal attributes

The job holder will be action oriented, with a focus on continuous improvement in all areas of work..... click apply for full job details