Relationship Advisor II

Who is HSBC Innovation Banking?

HSBC Innovation Banking is thepower behind the UK’s forward-thinkers, future-makers, and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, investors and those working towards IPO typically within the technology and life science sectors. 

Whether it’s comprehensive banking, managing cashflow, plans for buyouts or Strategic Fund Solutions, we power ideas at every stage of their journey. From the first-time foundersto the funds that back them, and everything in between. We're proud to accelerate growth for our clients, create meaningful connections and communities, and open a world of global opportunity for entrepreneurs and investors alike.  

Here’s to never standing still. Come and join us!  

The teamyou’ll work with:

The UK Relationship Banking division manages the Bank’s existing client relationships within technology organizations in the UK and Europe. 

The team is also responsible for structuring debt facilities for new prospect companies and plays an active role in deal origination through its relationships with Venture Capital, Private Equity funds and the advisory community. The team covers a broad range of transactions and business profiles from growth stage, pre-revenue, venture-backed companies to mid-market, private and publicly listed corporates.  

The value you’ll add:

The Relationship Advisor (RA) role is responsible for supporting all elements of the client banking relationship with the exception of debt structuring and management of debt relationships.

The RA supports all day-to-day banking needs for the clients, in additional to participating in the strategic development of these relationships and clients’ future needs.  

The RA has an in-depth knowledge of the regulatory environment relating to KYC, AML, and other critical regulatory guidance to facilitate Compliance adherence and a broad understanding of banking products and transactions.

What you can expect to be doing:

Portfolio management; day to day banking specialist for a specific portfolio, or pooled portfolio of clients. This includes having an extensive knowledge of all types of bank accounts, payment type, cash management products, online banking capabilities and an understanding of collateral and security taking.

Develop client relationships for prospects with oversight of elements of the client onboarding.

Ensure documentation and Compliance requirements are met by way of KYC and AML adherence with regular client reviews.

Assist in preparing information, leading and participation in client reviews.

The experience you need:

Experience Portfolio management experience, or a prior relationship support facing role.

An interest in the technology sector, venture capital and private equity transactions.

Commercial banking experience required.

Excellent verbal, written, and presentation communication skills.

Where you’ll be based:  

Our home office in Finsbury Square, London. We offer hybrid working to all of our employees, so you can flex between home and the office. 

Equal Employment Opportunity 

HSBC Innovation Banking is an equal opportunities employer. We support inclusive practices within our assessment process. If you need any specific support or adjustments, please highlight to your Recruiter or via your application.