Job Description

Purpose

Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations.

Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding,  banking transactions, Investments, credit & digital solutions.

Work closely with Operations and other support functions to deliver positive outcomes for clients.

Accountabilities

• Establish strong client and internal relationships alongside relationship managers to ensure high quality service is provided at all times

• Responsible for all aspects of clients servicing and service engagement plans.  To include leading client service review visits to support and improve client experience

• Develop relationships with other areas of the bank; in doing so, they will have joint responsibility with internal colleagues for the end-to-end client experience, ensuring high levels of client satisfaction.

• Point of contact for all new account queries, complex servicing requests and a liaison between relationship teams and support/specialist teams

• Ensure legal and regulatory standards and internal policies and procedures are adhered to, support relationship managers with risk related activities

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 goals and ensuring that budgets and schedules meet corporate requirements..

• 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 will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..

• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.

• Manage and mitigate risks through assessment, in support of the control and governance agenda.

• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.

• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.

• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.

• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.

• Adopt and include the outcomes of extensive research in problem solving processes.

• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

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.

Investment Consultant Relations | Barclays | London

The Vice President, Investment Consultant Relations role will contribute to the continued growth and delivery of Barclays Private Bank’s investment consultant strategy across the UK and Crown Dependencies.

This is an externally focused role combining investment consultant relationship management, business development, and investment expertise. The role holder will work closely with senior members of the Consultant Relations team to deepen existing consultant relationships, proactively develop new relationships, and identify opportunities to grow consultant-led business.

The successful candidate will build a strong understanding of the investment consultant landscape and represent Barclays’ investment capabilities confidently with external stakeholders. They will also take ownership of key activities across the Consultant Relations function, including management reporting, pipeline analysis, consultant communications, events, and proposal activity.

The role offers significant exposure across the Private Bank, working with senior stakeholders across Investments, Investment Advisory, Distribution, Private Banking, and other key functions to support client acquisition and strengthen Barclays’ position within the investment consultant community.

Key Accountabilities

Consultant Relations & Business Development:

• Build, maintain and deepen relationships with investment consultants across the UK and Crown Dependencies, strengthening Barclays Private Bank’s presence within the consultant community.
• Maintain proactive and regular engagement with existing consultant relationships, ensuring Barclays remains well positioned for future recommendations and client opportunities.
• Proactively identify and develop new consultant relationships, increasing awareness and understanding of Barclays’ investment capabilities and broader Private Bank proposition.
• Identify consultant-led business opportunities and work closely with senior team members and internal stakeholders to progress opportunities and contribute to their conversion.
• Develop a strong understanding of consultant firms, their clients, investment priorities, operating models, and decision-making processes to support effective relationship planning.
• Represent Barclays confidently in consultant meetings, presentations, events, and other external engagements.
• Monitor developments within the investment consultant and asset management landscape, including changing consultant priorities and competitor activity, and share relevant insights internally.

Investment & Proposition Expertise:

• Develop and maintain a strong understanding of Barclays Private Bank’s investment capabilities across discretionary portfolio management, multi-asset strategies, fixed income, equities, alternatives, and private markets.
• Apply a strong understanding of financial markets, portfolio construction and macroeconomic developments to consultant discussions and business development activity.
• Work closely with investment specialists to communicate Barclays’ investment philosophy, capabilities, and proposition clearly and credibly to consultants.
• Translate complex investment information into clear and commercially relevant messages for external stakeholders.
• Act as a conduit between investment consultants and internal teams, ensuring consultant feedback, market intelligence and emerging requirements are appropriately shared and actioned.

Commercial Management & Consultant Engagement:

• Produce and maintain high-quality management information covering consultant activity, relationship development, business opportunities, and pipeline progression.
• Provide clear reporting and insights to senior leadership and relevant stakeholders across the Private Bank.
• Manage consultant communications, ensuring timely and relevant updates on investment capabilities, market developments, thought leadership, and proposition enhancements.
• Plan and deliver consultant events, briefings, and other engagement activities, working closely with internal stakeholders and external partners.
• Prepare high-quality presentations, briefing materials and meeting content for consultant engagements, governance forums, and senior stakeholder discussions.
• Contribute to RFPs, DDQs and consultant information requests, working with relevant subject-matter experts to deliver accurate and high-quality submissions.
• Manage multiple consultant relationships, opportunities and workstreams simultaneously, ensuring appropriate follow-up and delivery against deadlines.

Internal Partnership, Governance & Controls:

• Develop strong internal networks across Private Banking, Investments, Investment Advisory, Distribution, Compliance, and other key functions to support consultant opportunities and client acquisition.
• Bring together the appropriate investment and business expertise to support consultant meetings, proposals, and commercial opportunities.
• Share relevant consultant feedback and market intelligence internally to help inform relationship planning, proposition development, and business strategy.
• Take ownership of relevant governance, risk and control responsibilities associated with consultant engagement and business development activities.
• Ensure external engagement and associated processes are conducted in line with relevant Barclays policies and regulatory requirements.

Essential Skills:

• Strong investment knowledge across multi-asset, fixed income, equities, and alternative investment solutions, together with a sound understanding of portfolio construction and asset allocation.
• Strong understanding of global financial markets, macroeconomic trends and the factors influencing investment portfolios.
• Experience working with investment consultants, or relevant experience within institutional asset management, investment distribution, private banking, wealth management, or a comparable investment-led environment.
• Good understanding of the investment consultant landscape, including consultant operating models and decision-making processes.
• Strong sales, business development, and relationship management skills, with the ability to identify opportunities and contribute to commercial growth.
• Proactive approach to developing new relationships as well as deepening established relationships.
• Confidence and credibility when engaging with investment consultants, investment professionals and senior internal stakeholders.
• Experience contributing to RFPs, DDQs, pitches or other complex investment proposal processes.
• Excellent written communication and presentation skills, with the ability to communicate investment propositions clearly and effectively.
• Strong analytical and organisational skills, including experience producing management information, pipeline analysis and business reporting.
• Demonstrable ability to build and leverage internal networks to deliver commercial and strategic outcomes.
• Ability to manage multiple priorities and balance external relationship and business development responsibilities with the broader requirements of the Consultant Relations function.

Desirable Skills:

• Existing relationships within the UK and Crown Dependencies investment consultant community.
• Previous experience within investment consultant relations, institutional distribution or a related client-facing investment role.
• Broader experience within asset management, private banking, wealth management or institutional investment management.
• Experience working across a broad range of investment strategies and propositions.
• Experience planning and delivering investment consultant events, briefings or engagement programmes.

This role is based in London.

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.