Business Relationship Manager
Sunderland, Tyne and Wear, CA13, England, UK
Listed on 2026-10-17
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Finance & Banking
Banking & Finance, Wealth Management
As a Business Relationship Manager, you will utilise your relationship management skills to build and maintain rapport with our high value clients who have a turnover of up to £1 million. You will be flexible and adaptable with your time and managing your diary effectively. In this role, you will connect with clients virtually over the telephone in a hybrid working arrangement.
Your working week will be split between attending the office and working from home. You will be comfortable with proactively and reactively contacting clients.
To be successful as a Business Relationship Manager, you must have experience with:
- Managing relationships; including creating, building, and maintaining relationships with clients.
- Planning and organisational skills including Diary Management.
- Excellent communication, with the ability to effectively engage clients, professionals, and internal teams.
- Stakeholder management.
- Understanding of Lending.
- Business development skills, identifying and securing new opportunities.
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role will be based in Sunderland or Knutsford.
Purpose of the roleTo 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.
- To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.
- Requires in-depth technical knowledge and experience in their assigned area of expertise
- Thorough understanding of the underlying principles and concepts within the area of expertise
- They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create…
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