Relationship Manager

**Relationship Manager - Institutional Clients | Barclays | Geneva.**

In this role you will work independently and collaboratively to achieve personal and team objectives across new clients, assets, and revenues. They will provide high-quality, tailored advice across banking products, lending, and investment solutions, while serving as the key interface between clients and internal stakeholders, including Corporate & Investment Banking, Discretionary Portfolio Management, Investment Advisory, and Global Investments & Solutions.

The role requires a proactive approach to market insights and client engagement, leveraging digital tools and platforms to enhance service delivery. The Relationship Manager is expected to influence stakeholders both within and outside the bank, making informed decisions, solving complex client and business challenges, and continuously driving process improvement. All activities must comply with regulatory requirements, Barclays policies, and risk frameworks, ensuring the highest standards of AML, KYC, and client protection.

**Essential Criteria**
- Proven experience managing and servicing institutional clients with strong relationship management skills.
- Ability to assess client needs and provide advice across a wide range of investment solutions.
- Experience in risk monitoring and control within a client portfolio.
- Strong knowledge of financial markets and private banking products and services.
- Demonstrated business development skills, including prospecting and client acquisition.
- Excellent interpersonal and communication skills.
- Ability to work independently and collaboratively, influencing across teams.
- Fluent in English; additional language skills desirable for international coverage.

**Desirable Criteria**
- Multi-disciplinary private banking expertise and exposure to international markets.
- High digital literacy and experience leveraging technology to enhance client service.
- Experience managing complex portfolios for UHNWI or corporate clients.
- Collegiate and entrepreneurial mindset, comfortable in a dynamic and evolving environment.
- Knowledge of local and international regulatory frameworks and compliance standards.

This role is based in Geneva.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

**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 expert investment 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.

**Vice President Expectations**
- To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
- If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term g