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Relationship Support Manager - Financial Institutions(m/w/x)
Managing client relationships by analyzing investment portfolios and cash flows for customized financial solutions at a financial services provider. Fluency in English and German, plus experience supporting sales for NBFI or FI clients, required. Client-facing role with occasional travel.
Requirements
- In-depth technical knowledge and experience in assigned area of expertise
- Thorough understanding of principles and concepts within area of expertise
- Fluency in English and German
- Experience supporting sales activities for NBFI or FI clients
- Good knowledge of the German market and industry practices
- Confident presentation skills, including preparation of client-facing materials
- Strong written and verbal communication skills with a client-focused mindset
- Experience in Transaction Banking middle office functions with understanding of operations
- Assessment on key critical skills relevant for success in role
- Mandatory regulatory qualifications or minimum qualifications to meet internal benchmarks
Tasks
- Establish and nurture partnerships with corporate and individual clients
- Manage client relationships to identify financial goals and challenges
- Analyze data from investment portfolios and cash flows for insights
- Research industry trends and regulatory landscapes for strategic recommendations
- Design customized solutions that meet client needs and objectives
- Communicate value propositions and negotiate beneficial terms
- Provide expert investment advice and risk management strategies
- Assess financial, legal, and operational risks in client relationships
- Document client interactions and transactions for transparency
- Monitor client satisfaction and evaluate relationship management effectiveness
- Lead and supervise a team, guiding professional development
- Partner with other functions and business areas for collaboration
- Take responsibility for team operational processing and activities
- Escalate policy breaches appropriately
- Advise on decision-making within areas of expertise
- Manage risk and strengthen controls in your work
- Maintain knowledge of organizational products and processes
- Make evaluative judgments based on factual information analysis
- Resolve problems using technical expertise and precedents
- Act as a contact point for stakeholders outside the immediate function
- Execute structured engagement plans to identify client objectives
- Maintain up-to-date knowledge of client sectors and compliance requirements
- Provide actionable insights on investment strategies and market developments
- Support KYC processes and day-to-day business operations
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
Not a perfect match?
- BarclaysFull-timeOn-siteExperiencedFrankfurt am Main
- Barclays
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Relationship Support Manager - Financial Institutions(m/w/x)
Managing client relationships by analyzing investment portfolios and cash flows for customized financial solutions at a financial services provider. Fluency in English and German, plus experience supporting sales for NBFI or FI clients, required. Client-facing role with occasional travel.
Requirements
- In-depth technical knowledge and experience in assigned area of expertise
- Thorough understanding of principles and concepts within area of expertise
- Fluency in English and German
- Experience supporting sales activities for NBFI or FI clients
- Good knowledge of the German market and industry practices
- Confident presentation skills, including preparation of client-facing materials
- Strong written and verbal communication skills with a client-focused mindset
- Experience in Transaction Banking middle office functions with understanding of operations
- Assessment on key critical skills relevant for success in role
- Mandatory regulatory qualifications or minimum qualifications to meet internal benchmarks
Tasks
- Establish and nurture partnerships with corporate and individual clients
- Manage client relationships to identify financial goals and challenges
- Analyze data from investment portfolios and cash flows for insights
- Research industry trends and regulatory landscapes for strategic recommendations
- Design customized solutions that meet client needs and objectives
- Communicate value propositions and negotiate beneficial terms
- Provide expert investment advice and risk management strategies
- Assess financial, legal, and operational risks in client relationships
- Document client interactions and transactions for transparency
- Monitor client satisfaction and evaluate relationship management effectiveness
- Lead and supervise a team, guiding professional development
- Partner with other functions and business areas for collaboration
- Take responsibility for team operational processing and activities
- Escalate policy breaches appropriately
- Advise on decision-making within areas of expertise
- Manage risk and strengthen controls in your work
- Maintain knowledge of organizational products and processes
- Make evaluative judgments based on factual information analysis
- Resolve problems using technical expertise and precedents
- Act as a contact point for stakeholders outside the immediate function
- Execute structured engagement plans to identify client objectives
- Maintain up-to-date knowledge of client sectors and compliance requirements
- Provide actionable insights on investment strategies and market developments
- Support KYC processes and day-to-day business operations
Work Experience
- approx. 1 - 4 years
Education
- Bachelor's degreeOR
- Master's degree
Languages
- English – Business Fluent
- German – Business Fluent
About the Company
Barclays Corporate Bank
Industry
FinancialServices
Description
The company delivers operationally sound, profitable partnerships with corporate and individual clients by aligning the bank’s products and services to client needs.
Not a perfect match?
- Barclays
Associate Banker – Financial Institutions(m/w/x)
Full-timeOn-siteExperiencedFrankfurt am Main - Barclays
Cross Asset Solution Sales(m/w/x)
Full-timeOn-siteExperiencedFrankfurt am Main - GE2 Banco Santander, S.A. (Branch Frankfurt)
Associate – Financial Institutions Group (FIG) – DACH & Nordics Team(m/w/x)
Full-timeOn-siteExperiencedFrankfurt am Main - Franklin Templeton
Institutional Sales Director(m/w/x)
Full-timeOn-siteManagementFrankfurt am Main - HypoVereinsbank - UniCredit Bank GmbH
Specialist Investment Solution - Corporate Treasury Sales(m/w/x)
Full-timeOn-siteExperiencedFrankfurt am Main, Stuttgart