Innovation Banking Relationship Advisor (Fund Banking)

As part of HSBC's Innovation Banking division, the Relationship Advisor, Fund Banking supports our Fund Banking team by partnering with Relationship Managers to deliver day-to-day coverage for venture capital (VC) firms.

You’ll be accountable for servicing VC management companies, their underlying fund entities and accounts, and associated cash management needs,helping clients operate smoothly across fund formation, capital calls, investments, and distributions.

This is a client-facing role that combines relationship support, onboarding execution, service leadership, and risk discipline to deliver a high-quality client experience and scalable operational outcomes.

Responsibilities:

• Recommend solutions to prospects and clients that support management company operating needs and fund investment strategies
• Review client activity and identify opportunities to address liquidity needs and streamline bank processes
• Help prepare for client meetings, follow-ups, and ongoing relationship plans to support client retention and growth
• Lead prospect/client discussions on fund set-ups and structures, cash management services, and digital platforms
• Assess fund strategy and positioning liquidity and cash management solutions aligned to investment strategy and operating requirements
• Set expectations for onboarding steps, documentation requirements, and timelines
• Gather required information to initiate onboarding applications
• Partner with HSBC’s centralised onboarding teams to progress applications and expedite account openings
• Resolve complex client enquiries related to fund and cash management services
• Coordinate with partner teams for product-specific support
• Educate internal partners on VC client characteristics
• Advocate for Innovation Banking Fund Banking needs and ensure partner teams understand required service timeframes and expectations
• Identify and engage the right partners across HSBC’s global network to solve client needs
• Assess current processes and influence change to improve client experience, scalability, and operational efficiency
• Support ongoing risk monitoring in line with Global Standards
• Partner with Relationship Managers and clients to address operational risk topics
• Ensure consistent application of Group Policy and adherence to regulatory, financial, and legal standards

Requirements:

• Relevant experience in Commercial Banking, Cash Management, Private Equity/Venture Capital, fund services, or similar
• Experience in relationship management/support, client service, investor services, onboarding/implementation, or similar
• Bachelor’s degree (or equivalent experience)
• Strong problem-solving and analytical skills
• Experience supporting VC/PE fund structures
• Familiarity with KYC/onboarding workflows and cash management products
• Track record of process improvement and issue management

Benefits:

• Competitive pay and benefits package
• Robust Wellness Hub
• Industry-leading volunteerism policy
• Generous matching gift program
• Comprehensive program of immersive Sustainability and Climate Change Initiatives