Barclays
Finance
ICBInsuranceCoverageAVP
Neural analysis suggests this role is
optimal for Mid+ candidates.
“ICB Insurance Coverage AVP at Barclays. Skills: relationship management, credit analysis, deal execution, risk management, client advisory. Management of client relationships to identify the clients financial goals, challenges, and risk tolerance. Research and understanding of the client's industry trends, regulatory landscape, and competitive environment”
What You'll Achieve.
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
Industry & Context.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc). to solve problems creatively and effectively.
This role is regulated by FINRA.
What They're Looking For.
Must Have
Series SIE, 63, and 79 licensing (or willingness to obtain), Knowledge of corporate banking, capital markets, and investment banking products, Experience supporting lending and origination processes, including deal execution, credit analysis skills and the ability to evaluate due diligence materials for lending opportunities, Experience with credit applications, approvals, internal financial analysis, and ongoing monitoring
Nice to Have
sales aptitude and relationship‑management skills, including client pitching and needs‑based solutioning, Comfort supporting senior relationship leads while acting as a deputy on select clients and portfolios, Ability to coach, mentor, and develop junior team members newer to banking, Excellent organizational, project management, and internal reporting capabilities, Ability to prioritize competing demands and meet deadlines in a fast‑paced environment
What You'll Do.
Management of client relationships to identify the clients financial goals
Research and understanding of the client's industry trends
and competitive environment
Design of customised solutions that address the client's specific needs and objectives
Communication of the value proposition of proposed solutions
justification of recommendations
and negotiation of terms
Provision of guidance to clients to support their financial decisions
offering expert investment advice
risk management and wealth management strategies support
and updates on market trends
Assessment of financial
and operational risks associated with client relationships
and implementation of measures to minimise potential losses
Documentation of all client interactions
Monitoring of client satisfaction
and other relevant metrics
support senior team members
across client activities including relationship management
and pitching tailored solutions to meet client needs
play a key role on the lending and origination side
contributing to deal execution by developing a understanding of sector fundamentals
performing credit analysis
and supporting due diligence for lending opportunities
mentor and teach more junior team members
How You'll Work.
Team & Collaboration
Collaborate closely with other functions/ business divisions; Lead a team performing complex tasks; Set objectives and coach employees; lead collaborative assignments and guide team members; identify the need for the inclusion of other areas of specialisation to complete assignments; Consult on complex providing advice to People Leaders to support the resolution of escalated issues; Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function; Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy
Communication Scope
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms; Communicate complex information; Influence or convince stakeholders to achieve outcomes
Process & Methodology
Excellent organizational, project management, and internal reporting capabilities, Ability to prioritize competing demands and meet deadlines in a fast‑paced environment
Full Job Description
# **Job Description** **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** * Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. * Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations. * Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio. * Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank. * Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship. * Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses. * Documentation of 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. * Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts. **Assistant Vice President Expectations** * To advise and influence decision making, contribute to policy development and take respon
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