Head of Escrow Structuring Execution and Control

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

• Manage client relationships to identify financial goals, challenges, and risk tolerance to support data analysis from various sources, including investment portfolios and cash flows, to identify trends, insights, areas for improvement, and additional services to support client needs.
• Research and understand industry trends, regulatory landscapes, and competitive environments to inform strategic recommendations.
• Design customised solutions addressing specific client needs and objectives, incorporating a range of products and services from the bank's portfolio.
• Communicate the value proposition of proposed solutions, justify recommendations, and negotiate terms that are beneficial for both the client and the bank.
• Provide guidance to clients to support their financial decisions, offer expert investment advice, risk management, and wealth management strategies, and update them on market trends to maintain a positive and continuous relationship.
• Assess financial, legal, and operational risks associated with client relationships, and implement measures to minimize potential losses.
• Document 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.
• Monitor client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.

Director Expectations

• Manage a business function, providing significant input to function-wide strategic initiatives.
• Contribute to and influence policy and procedures for the function, plan, manage, and consult on multiple complex and critical strategic projects, which may be business-wide.
• Lead a large team or sub-function, embedding a performance culture aligned to the values of the business.
• For an individual contributor, lead organization-wide projects and act as a deep technical expert and thought leader, identifying new ways of working and collaborating cross-functionally.
• Train, guide, and coach less experienced specialists and provide information affecting long-term profits, organizational risks, and strategic decisions.
• Provide expert advice to senior functional management and committees to influence decisions made outside of one’s function, offering significant input to function-wide strategic initiatives.
• Manage, coordinate, and enable resourcing, budgeting, and policy creation for a significant sub-function.
• Escalate breaches of policies/procedures appropriately.
• Foster and guide compliance, ensuring regulations are observed, and relevant processes are in place to facilitate adherence.
• Foster and guide compliance, ensuring regulations are observed, and relevant processes are in place to facilitate adherence.
• Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate.
• Maintain broad and comprehensive knowledge of industry theories and practices within one’s discipline alongside up-to-date relevant sector/functional knowledge and insight into external market developments/initiatives.
• Exercise management authority to make significant decisions and certain strategic decisions or recommendations within one’s area.
• Negotiate with and influence stakeholders at a senior level both internally and externally.
• Act as principal contact point for key clients and counterparts in other functions/business divisions.
• Mandated as a spokesperson for the function and business division.
• Demonstrate extensive knowledge of how the function integrates with the business division/group to achieve overall business objectives.
• Exercise management authority to make significant decisions and certain strategic decisions or recommendations within one’s area.
• Negotiate with and influence stakeholders at a senior level both internally and externally.
• Act as principal contact point for key clients and counterparts in other functions/business divisions.
• Mandated as a spokesperson for the function and business division.
• Demonstrate the Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship – our moral compass, helping us do what we believe is right.
• Empower, challenge, and drive – the operating manual for how we behave.