Associate Banker

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.
Monitoring of client satisfaction, revenue generated, and other relevant metrics.

Analyst Expectations:

To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
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.
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
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.
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.

Kindly apply via this link:

https://barclays.wd3.myworkdayjobs.com/External_Career_Site_Barclays/job/Isle-of-Man-Eagle-Court/Associate-Banker_JR-0000049957-1