Cash and Liquidity Specialist

Join us as a Cash & Liquidity Specialist – Wealth & Investment Management, where you will play a pivotal role in delivering innovative and strategic cash and liquidity solutions to our global client base. As part of Barclays’ mission to set a new standard in PBWM, you will work at the intersection of technical knowledge, product innovation, and relationship with key stakeholders — maximising the Bank’s earnings through consultative sales and tailored advice.

In this role, you will collaborate closely with Intermediary and Corporate Relationship Teams across jurisdictions, contributing to product development and enhancing sales processes. You’ll engage directly with senior stakeholders, including CEOs and CFOs, to capture new business opportunities and protect existing income streams. Your ability to sell multi-layered solutions, prepare and present compelling proposals, and build long-term client relationships will be key to your success.

You’ll bring a deep understanding of value and deposit propositions, connectivity, and the economics of how banks operate. Excellent communication skills are essential, as is the ability to work effectively with bankers, private bankers, and senior stakeholders. Proficiency in Excel and PowerPoint is required, along with data interpretation capabilities. Experience in training delivery, roadshows, and presentations will be highly valued.

To be successful as a Cash & Liquidity Specialist, you should have experience with:

• Knowledge of cash and liquidity products, operations, and client servicing.

• Understanding of banking economics, especially value and deposit propositions within Barclays.

• Proficiency in data interpretation computer languages.

• Background in treasury, banking, product, or cash sales.

• Awareness of digital trends shaping banking and client experience.

• Excellent communication and stakeholder engagement skills.

• Good Excel and PowerPoint skills.

Some other highly valued skills may include:

• Experience in training, roadshows, and presentations.

• Experience in sales or consultative selling is highly desirable.

• Extensive banking product knowledge and exposure to structured training programs.

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 is based in London.

Purpose of the role

To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. 

Accountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
• Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
• Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage.  .
• Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
• Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.
• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

Vice President Expectations

• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.