Relationship Director – BPL

Purpose of the role

To establish and nurture profitable relationships with corporate and individual clients, acting as the bridge between the bank’s offerings and clients’ needs, and ensuring mutual benefit and long-term success.

Accountabilities

• Manage client relationships to identify financial goals, challenges, and risk tolerance; analyze data from investment portfolios and cash flow to uncover trends, insights, and opportunities for improvement.
• Research industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design customised solutions that address clients’ specific needs and objectives, leveraging the bank’s product and service portfolio.
• Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that benefit both client and bank.
• Provide guidance to clients to support financial decisions, offering expert investment advice, risk and wealth‑management strategies, and market‑trend updates.
• Assess financial, legal, and operational risks associated with client relationships and implement measures to minimise potential losses.
• Document all client interactions, transactions, and agreements to ensure transparency, auditability, and support product development and strategy.
• Monitor client satisfaction, revenue, and other metrics to evaluate the effectiveness of relationship‑management efforts.

Vice President Expectations

• Contribute to strategy, drive requirements, recommend change; plan resources, budgets, and policies; manage processes and deliver continuous improvements.
• If leading a team: define roles, plan future staffing, counsel employees on performance, influence pay decisions, lead specialists, align strategic and tactical priorities, and ensure budgets and schedules meet corporate requirements.
• If an individual contributor: act as a subject‑matter expert, guide technical direction, lead multi‑year assignments, train and coach less experienced specialists, and provide information that influences long‑term profits and strategic decisions.
• Advise key stakeholders and senior management on functional and cross‑functional impacts; manage and mitigate risks to strengthen controls.
• Demonstrate a comprehensive understanding of organisational functions and collaborate with other areas to support business activity and strategy.
• Create solutions based on sophisticated analytical thought and in‑depth analysis, defining problems and developing innovative solutions.
• Build and maintain trusting relationships and partnerships with internal and external stakeholders, using influencing and negotiating skills to achieve outcomes.
• Demonstrate Barclays Values of Respect, Integrity, Service, Excellence and Stewardship, and the Barclays Mindset of Empower, Challenge and Drive.

Key Qualities and Experience

• Track record of managing high‑value, complex client relationships, including engagement at C‑suite level.
• Advanced technical expertise with a sharp eye for detail and proven ability to design and negotiate sophisticated financial solutions.
• Experience leading and negotiating strategic, high‑impact deals that drive significant revenue growth.
• Deep knowledge of industry trends, regulatory environment, and the ability to structure bespoke solutions for complex clients.
• Proven delivery of results within payments and related industries.
• Strategic, solutions‑oriented mindset capable of navigating complex client challenges.
• Exceptional communication and influencing skills, confident in engaging senior stakeholders.
• Extensive network of internal and external relationships driving commercial outcomes.
• Experience or understanding of how clients in the Retail sector operate (highly valued).
• Assessment of key critical skills such as risk and controls, change and transformation, business acumen, strategic thinking, digital and technology, and job‑specific technical skills.

Location

This role is based in London.

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