Relationship Manager

10 hours ago


San Francisco, California, United States HSBC Full time
About the Role

We are seeking a skilled Relationship Advisor to join our Innovation Banking Division at HSBC. As a key member of our team, you will be responsible for servicing client accounts, cash management, and liquidity needs for venture-backed companies and their investors.

Key Responsibilities
  • Partner with Relationship Managers to onboard new accounts and funds
  • Service day-to-day deposit needs and triage complex deposit, liquidity, and digital channel inquiries
  • Provide ongoing risk monitoring and address operational risk activity
  • Ensure consistent application of Group Policy and regulatory, financial, and legal standards
  • Advocate for client needs with internal stakeholders to ensure products and processes address the needs of founders and investors
Requirements
  • 6-8 years' experience in Commercial Banking, Cash Management, Private Equity, Venture Capital, and/or equivalent
  • 3-5 years' experience in Relationship Management, Relationship Support, Client Service, Investor Services, and/or equivalent
  • Bachelor's degree
  • Strong problem-solving, analytical, and influencing skills
About HSBC

At HSBC, our purpose is to open up a world of opportunity for our customers. We use our unique expertise, capabilities, breadth, and perspectives to create a better world for our customers, people, investors, communities, and the planet we all share.

We offer a competitive pay and benefits package, including a robust Wellness Hub, a welcoming, diverse, and inclusive work environment, and opportunities for professional development and growth.



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