Relationship Director - FinTech

About the Fintech Team

The team is a global client coverage team within the ICB managing institutional relationships with regulated Payment Technology firms.

Purpose of the role

The Fin Tech team manages regulated, payment technology clients, including some of the most innovative firms globally.

This Senior Coverage Banker is expected to manage and oversee the performance, risk and controls of a portfolio of sophisticated Fintech clients. The role-holder is expected to operate as Lead Treasury Banker, driving Global Treasury Coverage of the portfolio across our platform.

Based in London, the role holder will be seasoned coverage banker with experience spanning Relationship Management of complex client typologies in a Corporate and Investment Banking environment.

Of critical importance is modelling Barclays Values and Mindset, operating effectively across the firm. Working in partnership with Global Transactional Banking, Corporate FX, Wholesale Lending, in addition to ECM/Advisory and Capital Markets and various other infrastructure, risk and compliance functions to deliver world-class outcomes.

The aim of this role is to deliver a consistent and compelling experience to our sophisticated global Fintech Client base.

This will be measured by:

• Growing the portfolio by increasing wallet share and winning new mandates across International Corporate Bank and Global Treasury Coverage Products sets
• Drive client returns consistent with Barclays’ guidance and performance expectations
• Ensure effective risk management for existing customers and new opportunities

Accountabilities

Strategy, Sales & Service (50%)

Deliver financial and customer objectives by:

• Drive year-on-year improvement in the positioning, sale, and implementation of corporate solutions.
• Embed sector and product expertise to deliver the right solutions to clients.
• Partner with product teams and the wider Barclays Group to increase wallet share.
• Coordinate with Relationship Directors in other booking locations to deliver coherent, global coverage for complex clients.
• Lead and contribute to cross-group deal teams to deliver the full Barclays offering, in close partnership with Payments Coverage in Investment Banking.
• Adhere to pricing policies for credit balances and money transmission.
• Build robust deal teams and provide clear leadership, direction, momentum, and execution discipline.
• Lead deal teams on relationship lending and, where appropriate, bespoke financing transactions.
• Ensure comprehensive, accurate handover of won deals to implementation teams and business-as-usual owners.
• Provide excellent service to existing clients and be recognised as a trusted advisor.
• Develop new relationships and win new business with prospective clients.
• Partner with Operations to ensure effective processes and controls and that transaction turnaround times meet committed time frames.
• Work with Finance to ensure revenues are accurately attributed to the portfolio.
• Apply the Barclays sales and client management framework to run a customer-centric, professional sales process, including:
• Preparing effectively for client meetings.
• Building a deep understanding of the client’s business and needs.
• Leading negotiation, pricing, and due diligence with discipline.
• Becoming a trusted partner to the client.
• Maintaining accurate, timely pipeline reporting.
• Completing call reports for all client meetings.
• Maintaining a wallet share plan and client account strategy for each relationship.

Thought Leadership, Training & Development (10%)

• Monitor industry activity so Barclays maintains a clear, current point of view on market developments and continuously evolves its proposition.
• Partner with Product and Marketing to raise Barclays’ and Fintech’s external profile
• Represent Barclays at industry forums and events and be recognised as a credible sector expert.
• Coach and challenge deal teams on solutions, market developments, and opportunities to engage the broader Barclays Group to improve returns.
• Challenge and contribute to product development and strategy.

Risk Management & Control (30%)

Deliver risk and control objectives by:

• Maintain a strong working knowledge of international payments regulation (with a…