Overview
Private Banking Relationship Team Leader – North Region, Barclays, Manchester, England, United Kingdom
Responsibilities
- Lead and grow the Private Banking and Wealth Management presence in the North region with a focus on delivering strong commercial performance, operational discipline and risk management.
- Provide sales leadership and direction for the team, develop and execute the team strategy and drive consistent, high quality delivery.
- Actively drive Wealth Manager and Wealth Planner commercial activity and outputs through effective sales management.
- Lead internal and external stakeholder engagement to strengthen the Barclays PBWM brand with key introducers and influencers.
- Support the acquisition, servicing, development and retention of clients to achieve the business plan.
- Drive team behaviour to deliver standards associated with the Client Advisory Framework and Barclays Values.
- Identify opportunities and implement solutions that enhance the client experience and increase share of wallet.
- Inform senior management of opportunities and threats within the business environment.
Approach to success
- Monthly 121s using Wealth Management balanced scorecard approach.
- Focus on prospect management with the team in line with the framework.
- Active pipeline management to support the team in winning new business and removing barriers.
- Deliver an enjoyable environment for the team to engage positively and constructively with clients.
- Drive pro-activity of advice for all clients.
- Leverage all members of the advice team including Wealth Managers, Wealth Planners, Investment Advisors, Research & Investment Teams and Mortgage Advisors as appropriate.
- Drive client service across the team with a focus on onboarding, rapid concern and complaints resolution.
- Client coverage – right client, right Wealth Manager.
- Conduct thorough fact finding to build deep knowledge and an emotional connection with clients regarding their financial objectives.
Person Specification
- Broad experience of the financial services industry, particularly in retail regulated products and services to high net worth customers.
- Proven ability to establish and sustain clear operational processes for teams of people.
- Hold appropriate professional qualifications for supervising FCA approved persons.
- Competent in both performing the regulated function and supervising and assessing team members in the performance of regulated activities.
- Experience of managing a talent agenda and continuously improving the quality of the team through rigorous performance management.
- Demonstrate the ability to source and hire new talent.
- Demonstrate high levels of integrity and the ability to quickly form positive working relationships with others.
Purpose of the role
To manage relationship management initiatives and set the strategic direction. Provide support to the bank's senior management team, and to manage product development risk across the organisation.
Accountabilities
- Development of strategic direction for relationship management, including the implementation of up to date methodologies and processes.
- Management of relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, and oversight of department efficiency and effectiveness.
- Relationship management of stakeholders, including identifying relevant stakeholders and maintaining the quality of external third party services.
- Development and implementation of policies and procedures for relationship management.
- Management of relationship management risk, including identification of potential risks, development of strategies to mitigate those risks, and alignment with compliance functions.
- Monitoring the financial performance of relationship management, including revenue, profitability and cost control.
- Conducting thorough market research to understand market trends, competitive landscape and regulatory changes to identify market opportunities.
Director Expectations
- To manage a business function, providing significant input to function wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business wide.
- Lead a large team or sub-function, embedding a performance culture aligned to the values of the business; or, for an individual contributor, lead organisation-wide projects and act as a deep technical expert and thought leader.
- Provide expert advice to senior functional management and committees to influence decisions outside of own function.
- Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.
- Escalate breaches of policies and procedures appropriately.
- Foster and guide compliance, ensuring regulations are observed and relevant processes are in place to facilitate adherence.
- Engage with the external environment, regulators or advocacy groups to monitor and influence on behalf of Barclays when appropriate.
- Demonstrate extensive knowledge of how the function integrates with the business division / Group to achieve the overall business objectives.
- Maintain broad and comprehensive knowledge of industry theories and practices within the discipline, alongside up-to-date relevant sector knowledge and insight into external market developments.
- Use analytical thinking to solve problems and design solutions in complex or sensitive situations.
- Exercise management authority to make significant decisions within own area.
- Negotiate with and influence stakeholders at a senior level, internally and externally.
- Act as principal contact point for key clients and counterparts in other functions/business divisions.
- Mandated as a spokesperson for the function and business division.
All Senior 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.
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.
Seniority level
Employment type
Job function
Industries
- Banking and Financial Services
#J-18808-Ljbffr