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Barclays

Wealth management services for UK clients

Director FIG Cash Sales

Sales & TradingConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • Extensive knowledge of industry theories and practices within the discipline, current sector and functional knowledge, and insight into external market developments and initiatives.
  • Advanced analytical and interpretative thinking to solve problems and design solutions in complex or sensitive situations.
  • Knowledge of banking products and services, including their features, benefits, risks, compliance requirements, enhancements, and regulatory requirements.
  • Ability to understand customer needs, financial goals, and challenges; analyse market trends and competitor strategies; and tailor recommendations.
  • Ability to negotiate and influence senior internal and external stakeholders.
  • Ability to operate within governance, risk, and control frameworks and ensure compliance with regulations and policies.
  • Ability to partner with Corporate & Investment Banking Coverage, GTB Product, Implementation, and Service teams to deliver integrated treasury solutions.

Responsibilities

  • Generate revenue and promote the bank’s products and services to customer segments.
  • Identify potential customers, analyse their needs and preferences, and monitor market trends and competitor strategies.
  • Create profiles of target customer segments, including demographics, financial habits, and pain points, to tailor sales approaches and product recommendations.
  • Manage relationships with potential and existing customers by responding to queries, resolving issues, building trust, and understanding their financial goals and challenges.
  • Communicate banking product and service features, benefits, risks, enhancements, compliance requirements, and regulatory requirements to potential customers.
  • Develop sales pitches and proposals, convert leads into customers, and negotiate terms that benefit both clients and the bank.
  • Collect and analyse customer feedback and prepare reports for stakeholders to inform product development and sales strategies.
  • Monitor lead conversion rates, customer acquisition costs, and other sales metrics to assess performance and identify improvement areas.
  • Oversee, originate, and expand Payments & Liquidity businesses for FIG sectors, including Funds, Sponsors, Asset Management Companies, Broker Dealers, and Financial Markets Infrastructure clients.
  • Drive revenue growth through new client acquisition, wallet-share expansion, and long-term client franchise development.
  • Own the full sales lifecycle, from opportunity identification and qualification through solution structuring, pricing, approvals, negotiation, and execution.
  • Maintain an active personal client portfolio while leading and developing a small team of sales professionals.
  • Support the Head of FIG Sales on strategic initiatives for FIG client segments and contribute to broader GTB FIG strategic initiatives.
  • Manage a business function and contribute to function-wide strategic initiatives, policies, procedures, and complex strategic projects.
  • Manage, coordinate, and enable resourcing, budgeting, and policy creation for a significant sub-function.
  • Provide expert advice to senior functional management and committees to influence decisions outside the function.
  • Escalate policy or procedure breaches appropriately and ensure processes support regulatory compliance.
  • Monitor and, where appropriate, influence the external environment, regulators, or advocacy groups on behalf of the bank.
  • Exercise management authority over significant decisions and strategic recommendations within the area.
  • Act as the principal contact for key clients and counterparts in other functions and business divisions, and serve as a spokesperson for the function and business division.
  • Train, guide, and coach less experienced specialists and support long-term profit, organizational risk, and strategic decision-making.

About the Company

Barclays

Wealth management services for UK clients

Barclays Wealth Management helps UK clients manage and grow their wealth through a regional network of financial experts. It delivers personalized advice and services—such as investment management, financial planning, and estate and trust planning—tailored to each client’s goals, risk tolerance, and time horizon, with support from Barclays’ broader resources. What sets it apart is the combination of local, face-to-face guidance with the scale and range of a large UK bank, offering access to a wide array of financial products and research. The goal is to help clients preserve and grow their wealth over the long term by providing comprehensive, advisor-led guidance aligned with individual financial objectives.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1690

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