Relationship Enablement Officer

Who is HSBC Innovation Banking? 

HSBC Innovation Banking is the power 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 founders to 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 team you’ll work with:

The UK Relationship Banking division manages the Bank’s existing client relationships with technology and life science organisations and investment funds in the UK and Europe.

The Group is also responsible for structuring debt facilities for new prospect companies and funds and plays an active role in deal origination through its relationships with the Venture Capital, Private Equity and 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. Relationship Enablement is a newly developed function of the UK Branch and part of the UK Relationship Banking business.

The function comprises a team of staff that support client relationship management and account maintenance activities as well as banking product sales and co-ordination of product implementation (non-credit related)

The group works very closely with the UK Relationship Banking teams as well as Implementation / Operations / Client Service / Financial Crime teams who implement products and handle day-to-day service enquiries.

The value you’ll add: 

The Relationship Enablement Support Officer will work in a non-client facing role, with client interaction taking place generally via email and telephone.

The incoming hire will focus on processing high volumes of client requests across multiple client portfolios accurately and providing an excellent client experience.  

What you can expect to be doing: 

Support Relationship Managers and Relationship Advisers in meeting the day-to-day banking needs of clients including, client queries, account maintenance and product modifications, dormancy and inactive account management, complaints, complex fee investigations and mandate supersede requirements. 

Undertake daily identification, research and tracking to resolution of unauthorised overdrafts. 

Ensure data integrity is maintained/enhanced when completing workflow tasks by inputting comprehensive and ordered client information in a timely manner into HSBC Innovation Banking systems. 

Proactively collaborates with the Relationship, Operations, Financial Crime, Client Service, and Risk & Compliance teams, both locally and globally.

The experience you need:

Successful track record working with commercial clients and the relevant types of products and service solutions available to commercial clients.

You will have a solid client service background. 

Strong understanding of banking and payment systems and a knowledge of the Financial Regulatory environment e.g., AML, Data Protection is desired.

Good working knowledge of Microsoft packages, Excel, Word, CRM etc desirable.

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, please highlight to your Recruiter or via your application.