An educated investment: We know how important money can be and when it comes to investing our customers' money, providing the best advice is vital. No Barclays colleague understands this pressure more than a Relationship Manager, whose job it is to understand the changing needs of our customers; their financial ambitions as well as key opportunities and risks in the global market.
Barclays latest initiative to equip colleagues with core skills for advising our customers, is a pan-European training programme developed in partnership with leading investment companies. Using story telling techniques, Relationship Managers are learning how to transform the way they provide customers with investment advice, and in the process, empowering themselves to provide the best service possible.
Lessons in collaboration recognising there is an opportunity to improve advice for customers, Barclays has partnered with Barclays Wealth and other leading investment houses BlackRock, JP Morgan, Fidelity, Franklin Templeton and Schroders:
"We have found it very interesting that Barclays have decided to organise this programme for both the Relationship Managers and also for the end clients, which we think is an interesting and powerful idea. We are getting very positive feedback during the events," said Pedro Assis, Head of Sales Portugal for Schroders.
The seminar programme, which will take place over three years, has been rolled out to give Relationship Managers a better understanding of the changing needs of our customers. This will combine hands-on practical advice with customer insight from the Barclays Premier University and distance learning via online training courses. 50 investment seminars are taking place across Western Europe this year, training around 1,000 Barclays Relationship Managers:
"We have launched this training programme with our Relationship Managers in France, Spain, Portugal and Italy. It's all about giving them confidence to help their customers satisfy their long term needs," said Guillaume Touze, Head of Western Europe Investments.
Dealing with customers on a day-to-day basis, our front-line colleagues represent the customer face of Barclays; therefore investment and support is an essential aspect of their role and development in our collective journey to becoming the 'go-to' bank.