Relationship Advisor I - Innovation Banking

HSBC
Tel Aviv
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementSkills: ["Attention to detail","Customer centricity","Problem-solving","Influencing","Time management","Multi-tasking","Self-motivated"]

Serve as the day-to-day service contact for HSBC Innovation Banking clients, managing end-to-end onboarding for Israel and US accounts. Analyze Client Due Diligence (CDD) information to identify gaps, coordinate account opening with global branches, and work with Relationship Management and offshore back-office teams to meet service levels. Maintain ongoing risk monitoring and ensure compliance with local, US, and HSBC policies while building strong client relationships.

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FursaFursa
HSBC
HSBC
1 day ago

Relationship Advisor I - Innovation Banking

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Job Summary

Serve as the day-to-day service contact for HSBC Innovation Banking clients, managing end-to-end onboarding for Israel and US accounts. Analyze Client Due Diligence (CDD) information to identify gaps, coordinate account opening with global branches, and work with Relationship Management and offshore back-office teams to meet service levels. Maintain ongoing risk monitoring and ensure compliance with local, US, and HSBC policies while building strong client relationships.
Location: Tel Aviv
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Act as the dedicated daily service contact for HSBC Innovation Banking clients and develop client relationships.
  • •Manage end-to-end customer onboarding for Israel and US accounts and coordinate global account openings as needed.
  • •Identify Client Due Diligence (CDD) gaps by reviewing customer information and required documents for account completion.
  • •Partner with Relationship Management teams and offshore back-office teams to complete tasks within agreed service levels.
  • •Perform ongoing risk monitoring and ensure consistent application of Group policies and regulatory requirements.

Key Requirements

  • •High attention to detail with strong business judgment for onboarding and client service decisions.
  • •Client-focused mindset with dedication to delivering exceptional service quality.
  • •Demonstrated problem-solving and influencing skills to resolve onboarding and CDD issues.
  • •Strong time management and multi-tasking skills to organize tasks and manage priorities.
  • •Professional fluency in English and Hebrew, based in Israel.
Experience:Financial servicesBankingClient onboardingClient due diligenceInnovation banking
Skills:Attention to detailCustomer centricityProblem-solvingInfluencingTime managementMulti-taskingSelf-motivated
Languages:EnglishHebrew

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn