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About the Role

Establish and nurture profitable partnerships with corporate and individual clients, acting as the bridge between the bank's offerings and clients' needs to ensure mutual benefit and long-term success. This role involves guiding and growing relationships with large corporate clients in the global energy sector, serving as the primary client interface and delivering strategic financial solutions.

Responsibilities

• Manage client relationships to identify financial goals, challenges, and risk tolerance.
• Analyze data from investment portfolios and cash flow to identify trends and areas for improvement.
• Research client industry trends, regulatory landscapes, and competitive environments to inform strategic recommendations.
• Design customized solutions incorporating a range of the bank's products and services.
• Communicate the value proposition of proposed solutions and negotiate beneficial terms.
• Provide guidance on financial decisions, investment advice, risk management, and wealth management strategies.
• Assess and minimize financial, legal, and operational risks associated with client relationships.
• Document client interactions, transactions, and agreements for transparency and auditability.
• Monitor client satisfaction, revenue generated, and other relevant metrics.
• Contribute to 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 policy/procedure breaches.
• Define jobs and responsibilities, plan for department's future needs and operations, counsel employees on performance, and contribute to pay decisions (if managing a team).
• Lead specialists to influence department operations in alignment with strategic and tactical priorities.
• Create an environment for colleagues to thrive and deliver excellent standards (if in a leadership role).
• Act as a subject matter expert and guide technical direction (if an individual contributor).
• Lead collaborative, multi-year assignments and guide team members.
• Train, guide, and coach less experienced specialists.
• Provide information affecting long-term profits, organizational risks, and strategic decisions.
• Advise key stakeholders, including functional leadership teams and senior management.
• Manage and mitigate risks through assessment.
• Demonstrate leadership and accountability for managing risk and strengthening controls.
• Demonstrate comprehensive understanding of organization functions to contribute to business goals.
• Collaborate with other areas for business-aligned support.
• Create solutions based on sophisticated analytical thought.
• Adopt and include outcomes of extensive research in problem-solving processes.
• Build and maintain trusting relationships and partnerships with internal and external stakeholders.
• Act as the primary relationship manager for a portfolio of energy clients.
• Develop a deep understanding of client strategies, capital structures, and operating environments.
• Maintain regular interaction with senior client stakeholders.
• Drive client engagement and identify opportunities to expand relationships.

Requirements

• Ample credit analysis and risk assessment capabilities
• Confirmed client relationship management and stakeholder engagement skills
• Experience across trade finance and transaction banking products
• Solid background in corporate lending, including structuring and execution
• Willing and able to travel up to 20% as required
• FINRA Series 63 and Series 79 licensed

Skills

• Excellent written and verbal communication skills
• Ability to clearly convey highly detailed information
• Self-starter with ability to work resourcefully in fast-paced environments
• Validated experience coaching and developing teams to achieve business goals
• Risk and controls
• Change and transformation
• Business acumen
• Strategic thinking
• Digital and technology
• Job-specific technical skills

Location

• New York, NY

Work Type

• Full-time

Experience Level

• Vice President

Salary/Compensations

• $145,000
• $215,000

About the Company

• Barclays is a global financial services provider committed to helping people and businesses thrive.

Equal Opportunity

• This role is regulated by FINRA.