Relationship advisor i - innovation banking

The opportunity: Relationship Advisor I - Innovation Banking

Being part of HSBC in Israel, you’ll help evolve and grow our business. HSBC Innovation Banking provides debt and banking solutions to early stage, high growth, and public companies in the Innovation sector. Our differentiator is a global footprint as well as a well-rounded banking platform, including investment and corporate banking solutions. We are looking for someone who is passionate and have a keen curiosity about the tech sector and innovation ecosystem. You will be a critical member of a lean team and primarily focus on due diligence, deal structuring, and portfolio management as well as working with internal partners regarding the Innovation Banking division’s debt portfolio.

About Us

HSBC is one of the largest banking and financial services organizations in the world, with operations in 70+ countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper. HSBC innovation is a division of HSBC, focusing on innovative companies in the tech and life science sectors in various stages.

Are you a client-focused service professional who thrives in fast-paced, high-growth environments? Do you have hands-on experience supporting customer onboarding and Client Due Diligence (CDD), with strong attention to detail? Do you enjoy partnering across teams to solve problems quickly and deliver an exceptional end-to-end client experience?

What you will do:

• Serve as the dedicated day-to-day service contact for HSBC Innovation Banking clients, managing end-to-end onboarding for Israel and US accounts (and coordinating global account opening where needed), identifying and resolving CDD gaps, partnering with Relationship Management and offshore back-office teams to deliver within agreed service levels, and ensuring excellent client service while maintaining ongoing risk monitoring and compliance with local, US, and HSBC policies and procedures.

In this role you will:

• Serve as the dedicated service contact for HSBC’s Innovation Banking clients while developing client relationships for prospects and existing clients.
• Manage end to end the customer onboarding process for Israel and US accounts while working closely with clients to ensure process is completed according to the relevant procedures; and oversee account opening processes across global branches.
• Identify Client Due Diligence (CDD) gaps by analyzing customer information to ensure collection of all information and supporting documents required for the completion of the account opening.
• Partner with local Relationship Management team across HSBC and with designated back-office offshore teams to ensure all tasks are completed according to agreed service level.
• Provide excellent daily service to meet clients' needs in all HSBC's territories.
• Proactively manage daily banking activities for HSBC Innovation Banking clients on their Israeli account and assist with global banking needs.
• Provide ongoing risk monitoring, address operational risk activities, and ensure consistent application of Group Policies and regulatory requirements.
• Build effective internal networks within the HSBC Innovation Banking platform to enable full success in the role.
• Be familiar and work according to local and US regulations, and HSBC risk and compliance policies and procedures.

At HSBC Innovation Banking we believe in hiring by potential and provide on-the-job training and development, so even if you don’t meet all of the requirements above, we would still love to hear from you if you find the position interesting and think you can contribute and evolve.

You should apply if you have:

• High level of attentiveness to details, with strong business sense and able to make sensible business judgments
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers, strong problem-solving and influencing skills.
• Strong work ethic, extremely self-motivated, and success driven.
• Strong time management and multi-tasking skills, ability to organize tasks and manage priorities effectively.
• Professional fluency in English and Hebrew, based in Israel.

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return:

• Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:
• We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University
• You can work your way and will have a say in when, where and how you and your team flexibly work together
• You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices
• You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best.

If you have a need that requires accommodations or changes during the recruitment process, please let us know. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

For further information on building your career at HSBC, please visit: www.hsbc.com/careers

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