Relationship Director, Retail & Wholesale, Corporate
Listed on 2026-01-22
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Finance & Banking
Join us as a Relationship Director in our Large Corporate Coverage team, where you’ll take ownership of a portfolio of high-value corporate clients and play a key role in building long-term, profitable partnerships. Operating at a senior level, you’ll work closely with Corporate Directors and key stakeholders to originate and negotiate complex opportunities, deliver tailored financial solutions, and act as a trusted advisor to your clients.
You’ll be responsible for retaining, growing, and maximising revenue across your portfolio, while also ensuring effective risk management, governance, and documentation in line with regulatory and internal requirements. Using insight from client data, market trends, and industry knowledge, you’ll support clients’ strategic objectives and identify opportunities for deeper engagement and sustainable growth.
Essential Skills / Qualifications- Experience in sales and relationship management within a client-focused environment, including building relationships with businesses that don’t currently bank with Barclays.
- Experience of being part of, or leading, deal teams to deliver client transactions, products, or services within a corporate banking environment
- Confident and professional communication skills, with an effective client presence and the ability to call, meet, and negotiate with clients as the primary point of contact
- Good working knowledge of corporate banking products and services, including cash management, card payments, trade and working capital, and FX solutions
- Demonstrated capability in credit and debt finance, with risk accreditation at Level 1 or 2, or clear financial and credit understanding with the ability to achieve Level 2 within 12 months
- Account management and business development experience, with evidence of delivering commercial outcomes
- Debt finance appraisal skills relevant to corporate banking
- Ability to operate and manage a portfolio within identified risk and control and conformance perimeters
- Experience of running client events and/or managing client entertainment with senior stakeholders
This role is based in Bristol.
To establish and nurture profitable partnerships with corporate 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, 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 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.
- Execution of market research and analysis to support the identification of potential new opportunities, market trends, and customer needs, to develop strategies for business growth.
- To contribute or set strategy, drive requirements and make recommendations for change. Plan…
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