Relationship Development Director

Job Description

Purpose of the role: To establish and nurture profitable partnerships with both corporate and individual clients. It is the bridge between the bank’s offerings and clients’ needs, ensuring mutual benefit and long-term success.

Responsibilities

• Management of client relationships to identify the client’s financial goals, challenges and risk tolerance and to support the analysis of data from investment portfolios and cash flow to identify trends, insights, areas for improvement and additional services.
• 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 beneficial for both the client and the bank.
• Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth‑management strategies, 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 communication of findings 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.

Qualifications

• Experience in sourcing lending opportunities to support clients’ ambitions for strategic commercial growth.
• Experience in managing relationships with senior stakeholders combined with lending skills to determine lending options.
• Strong networking, liaison with external stakeholders and clients.
• Presentational and business‑development skills.
• Ability to prioritise workload and manage diary effectively.
• Self‑starter with strong communication skills.
• Assessment on risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, and job‑specific technical skills.

Location: Sheffield.

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