Relationship Manager
10 hours ago
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
- 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
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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Relationship Manager
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San Francisco, California, United States TBWA\Chiat\Day Full timeAbout UsWe're on a mission to revolutionize the way businesses interact with their customers. At Notion, we're passionate about building a company that's as diverse and creative as the millions of people we reach worldwide. Our team is dedicated to making software toolmaking ubiquitous, and we're looking for talented individuals to join us on this...
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Relationship Manager
3 days ago
San Francisco, California, United States HSBC Full timeUnlock Your Potential as a Relationship Manager at HSBCAt HSBC, we're committed to helping our clients achieve their financial goals. As a Relationship Manager, you'll play a critical role in building and maintaining long-term relationships with our High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.Key Responsibilities:Acquire, maintain, and grow...
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Relationship Manager
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San Francisco, California, United States Notion, LLC Full timeAbout UsWe're a software company on a mission to empower individuals, teams, and organizations to create tailored solutions for any problem or challenge. Our goal is to make software development accessible to everyone.With a strong focus on design, craft, and collaboration, we've been working towards this vision since 2016. Our customers include renowned...
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1 week ago
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Relationship Manager
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Relationship Manager
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Relationship Manager
3 days ago
San Francisco, California, United States HSBC Full timeAbout the RoleWe 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. This is an exciting opportunity to work with venture-backed companies and their investors, providing tailored solutions to meet...
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Relationship Manager
2 days ago
San Francisco, California, United States TBWA\Chiat\Day Full timeAbout UsWe're a mission-driven company that's changing the way people interact with software. Our goal is to empower individuals, teams, and companies to tailor their software to solve any problem and take on any challenge.We've been working towards this vision since 2016, and we've had the privilege of working with customers like Pixar, Mitsubishi, Figma,...
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Relationship Manager
1 week ago
San Francisco, California, United States Federal Home Loan Bank of San Francisco Full timeJob SummaryWe are seeking a highly skilled Relationship Manager to join our team at the Federal Home Loan Bank of San Francisco. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our members, identifying their financial needs, and providing tailored solutions to meet those needs.Key...
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Relationship Manager
1 week ago
San Francisco, California, United States Notion, LLC Full timeAbout UsWe're on a mission to empower individuals, teams, and organizations to create tailored software solutions that tackle complex challenges. Our goal is to make software toolmaking accessible to everyone, and we're committed to achieving this through focus, design, and craft.We've been working towards this vision since 2016, and we're proud to have...
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Relationship Manager
7 days ago
San Francisco, California, United States Flow MD Full timeAbout FlowFlow is a leading provider of innovative Investor Lifecycle Management Platform solutions for private market funds. Our cutting-edge technology simplifies the complexities of raising and managing funds by seamlessly integrating networks, including General Partners, Limited Partners, Law Firms, Fund Administrators, and more, into one comprehensive...
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Relationship Manager
5 days ago
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Relationship Manager
1 week ago
San Francisco, California, United States HSBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our team at HSBC. As a key member of our Private Banking division, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals.Key ResponsibilitiesCombine...
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Relationship Manager
1 week ago
San Francisco, California, United States Notion, LLC Full timeAbout UsWe're on a mission to empower individuals, teams, and organizations to create tailored software solutions that tackle complex challenges. Our goal is to make software toolmaking accessible to everyone, and we're committed to achieving this through focus, design, and craft.We've been working towards this vision since 2016, and we're proud to have...
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Relationship Manager
21 hours ago
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Relationship Manager
7 days ago
San Francisco, California, United States Notion, LLC Full timeAbout UsWe're on a mission to empower individuals, teams, and organizations to create tailored software solutions that tackle complex challenges. Our goal is to make software toolmaking accessible to everyone, and we're committed to achieving this through focus, design, and craft.We've been working towards this vision since 2016, and we're proud to have...
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Relationship Manager
4 days ago
San Francisco, California, United States Federal Home Loan Bank of San Francisco Full timeJob Description:As a key member of our team, the Relationship Manager will be responsible for ensuring the successful management and execution of our relationships with a portfolio of small, medium, and large members. This includes direct and indirect responsibilities, such as identifying, developing, and optimizing the delivery of financial solutions within...
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Relationship Manager
4 days ago
San Francisco, California, United States Federal Home Loan Bank of San Francisco Full timeJob SummaryWe are seeking a highly skilled Relationship Manager to join our team at the Federal Home Loan Bank of San Francisco. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our members, providing exceptional client service, and driving business growth.Key ResponsibilitiesDevelop and...
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Relationship Manager
3 days ago
San Francisco, California, United States Manulife Financial Corporation Full timeAbout the RoleWe are seeking a highly skilled Relationship Manager to join our team. As a key member of our regional team, you will be responsible for developing and maintaining strategic relationships with advisors, TPAs, plan sponsors, and the JH team.Key ResponsibilitiesDevelop and execute a territory business plan that optimizes retention and revenue...