Job Description
Job Description
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.
Analyst Expectations
- To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
- Requires in-depth technical knowledge and experience in their assigned area of expertise
- Thorough understanding of the underlying principles and concepts within the area of expertise
- They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
- If 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 develop technical expertise in work area, acting as an advisor where appropriate.
- Will have an impact on the work of related teams within the area.
- Partner with other functions and business areas.
- Takes responsibility for end results of a team’s operational processing and activities.
- Escalate breaches of policies / procedure appropriately.
- Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.
- Advise and influence decision making within own area of expertise.
- Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
- Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.
- Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
- Make evaluative judgements based on the analysis of factual information, paying attention to detail.
- Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.
- Guide and persuade team members and communicate complex / sensitive information.
- Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.
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.
Join us as a Relationship Support Manager based in Dubai.
We are looking for a proactive and client-focused Relationship Support Manager to join our Corporate Banking team. This role is ideal for someone who enjoys building strong client relationships, coordinating across multiple stakeholders, and delivering exceptional service to corporate customers.
Working closely with Relationship Managers, you will play a key role in supporting a portfolio of corporate clients, ensuring their banking needs are met efficiently while maintaining the highest standards of risk, compliance, and operational excellence. You will be involved in all aspects of relationship management, from client onboarding and account maintenance to supporting credit processes and identifying opportunities to enhance the client experience.
This is an excellent opportunity for an individual with corporate banking experience who is looking to develop their relationship management skills and gain broader exposure to corporate and commercial banking.
What you will be doing:
- Lead the on boarding process for new clients or new products to existing clients. Ensure that new/existing clients and products are set up on relevant systems.
- Work with KYC team to obtain all relevant KYC documentation. Complete all required KYC refreshes across the portfolios.
- Assist in Enhanced Due Diligence by performing new account screening, conducting analysis of existing account reviews, as well as other KYC/AML processes.
- Maintain our Salesforce records and pipeline. Generate and monitor leads and update leads on Salesforce.
- Provide day-to-day service provision for customers.
- Co-ordinate introduction to and from other areas of the Barclays Group where appropriate and monitor outcome.
- Prepare MI for internal stakeholders and team meetings.
- Prepare client meetings presentations, engaging product specialists where appropriate.
- Prepare information for and attend customer meetings.
- Assist with development of, and revisions to the Client Relationship Plan.
- Work with Relationship Directors to identify potential new customers and maintain database of potential customers.
- Ensure a robust contact strategy is in place to improve or grow client satisfaction. Accurately manage, record and prevent customer complaints in line with our regulatory requirements and ensure great customer outcomes.
- Undertake annual client reviews and make recommendations to Relationship Directors for areas of improvement.
- Handle service queries from clients on deposit management.
Essential Skills/Basic Qualifications:
- Genuine interest in financial markets
- Graduate/Post graduate degree
- Teamwork and project management skills
- Ability to manage multiple tasks with differing priorities.
- Ability to speak Arabic
Desirable skills:
- Fluency in English, additional Asia Pacific language skills encouraged
- Resourcefulness, team orientation, enthusiasm, and an entrepreneurial spirit
- Able to collaborate with stakeholders with different levels of seniority
- Ability to interpret MI into meaningful data
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.
This role is based in Dubai.
