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Barclays Logo Barclays · Finance

Relationship and Referral Lead

United Kingdom, London · Job Posted May 03, 2026
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Job Description

Join us as a Relationship and Referral Lead at Barclays where you'll be responsible for supporting the customer lifecycle by driving effective customer engagement and contributing to the financial confidence agenda, including how customers are supported in making investment decisions. This role involves assessing whether customer propositions remain suitable and aligned to personal needs while monitoring overall customer experience. On a day-to-day basis, you will identify, manage, and anticipate potential and future risks, ensuring customers are appropriately referred to solutions or colleagues that best meet their circumstances.

Job Responsibility

  • Supporting the customer lifecycle by driving effective customer engagement and contributing to the financial confidence agenda, including how customers are supported in making investment decisions
  • Assessing whether customer propositions remain suitable and aligned to personal needs while monitoring overall customer experience
  • Identifying, managing, and anticipating potential and future risks, ensuring customers are appropriately referred to solutions or colleagues that best meet their circumstances

Requirements

  • Proven stakeholder management skills, including effective engagement with senior stakeholders
  • Great communication skills, with the ability to convey complex information clearly and confidently
  • Experience in risk identification, management, and control within a regulated environment
  • Knowledge of product and proposition management, including suitability considerations
  • Solid understanding of the financial services regulatory environment
  • Good awareness and practical understanding of Consumer Duty requirements
  • Demonstrable experience working within financial services

Nice to have

  • Great commercial acumen, with the ability to balance customer outcomes and business objectives
  • Effective presentation skills, including presenting to varied stakeholder audiences
  • Understanding of targeted support and how it is applied to meet customer needs
  • Experience within investment management and/or private banking environments
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