Head of Escrow Sales

Purpose

To establish and nurture profitable partnerships with both corporate and individual clients. It serves as the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.

• Manage client relationships to identify clients' financial goals, challenges and risk tolerance, and analyze data from multiple sources to uncover trends, insights and opportunities for additional services.
• Research and understand the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
• Design customised solutions that address the client's specific 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 benefit both the client and the bank.
• Provide guidance to clients to support their financial decisions, offering expert investment advice, risk‑management and wealth‑management strategies, and updates on market trends to maintain a positive ongoing relationship.
• Assess financial, legal and operational risks associated with client relationships and implement measures to minimise potential losses.
• Document all client interactions, transactions and agreements to ensure transparency and auditability, and communicate findings to support product development and the overall bank strategy.
• Monitor client satisfaction, revenue generated and other relevant metrics to evaluate the effectiveness of relationship‑management efforts.

• Provide significant input to function‑wide strategic initiatives and influence policy and procedures for the function.
• Plan, manage and consult on multiple complex and critical strategic projects that may be business‑wide.
• Manage the direction of a large team or sub‑function, leading people managers and embedding a performance culture aligned to the business values.
• For individual contributors, lead organisation‑wide projects and act as a deep technical expert and thought leader, identifying new ways of working and cross‑functional collaboration.
• Train, guide and coach less experienced specialists and provide information that impacts long‑term profits, organisational risks and strategic decisions.
• Offer expert advice to senior functional management and committees, influencing decisions made outside the own function.
• Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub‑function.
• Escalate breaches of policies or procedures appropriately.
• Foster compliance, ensure regulations are observed and relevant processes are in place to facilitate adherence.
• Monitor and influence the external environment—including regulators and advocacy groups—on behalf of Barclays when appropriate.
• Demonstrate extensive knowledge of how the function integrates with the business division or group to achieve overall business objectives.
• Maintain broad and comprehensive knowledge of industry theories and practices within the discipline, along with up‑to‑date sector knowledge and insight into external market developments.
• Use interpretative thinking and advanced analytical skills to solve problems and design solutions in complex or sensitive situations.
• Exercise management authority to make significant decisions and strategic recommendations within the area.
• Negotiate with and influence stakeholders at a senior level, both internally and externally.
• Act as the principal contact point for key clients and counterparts in other functions or business divisions.
• Serve as a spokesperson for the function and business division.