St Peter Port, Guernsey
14 days ago
Fiduciary Relationship Manager

As a Barclays Relationship Manager, you will be leading exceptional sales/business performance whilst maintaining sound risk management, and building/maintaining highly proactive, long-term, internal/external business relationships. You will grow and develop a relationship with local and multinational Fiduciary clients, typically generating sustained revenue by becoming a trusted advisor. Working with colleagues worldwide, you will be delivering banking, investment investment, credit, banking and other services thus ensuring a holistic service for your clients.

What we’re looking for:
•    Experience in delivering high quality client portfolio management with an advanced knowledge of the highly regulated environment within which the bank operates
•    Experience within financial services with proficiency in competencies, such as profit orientation, business awareness and knowledge of global economic/political conditions
•    Action oriented and organised with the ability to handle a number of tasks simultaneously, priorities accordingly and remain calm under pressure
•    Excellent interpersonal, negotiating and influencing skills are essential to the role, as well as the ability to work as part of a team


Skills that will help you in the role:
•    Able to demonstrate a logical and structured approach to achieving desired outcomes 
•    Excellent written and oral communication, and ability to communicate across all levels
•    High integrity and trust due to the sensitive nature of information handled
•    Relevant banking and /or investment qualifications

Guernsey

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 outcomesIf 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.

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