Innovation Banking Relationship Advisor; Fund Banking

Innovation Banking Relationship Advisor (Fund Banking)

Location:

New York, NY, US, 10001

Brand: HSBC

Area of Interest:
Commercial Banking

Role Workstyle:
Hybrid Worker

Date: 1 Sept 2026

Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We’re bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world – for our customers, our people, our investors, our communities, and the planet we all share.

In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.

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.

As our Innovation Banking Relationship Advisor (Fund Banking) you will:

• 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 (e.g., fund reporting and reconciliation, capital calls, investments, distributions)
• 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, including product selection and KYC (Know Your Customer) data
• Partner with HSBC’s centralised onboarding teams to progress applications and expedite account openings; serving as the client escalation point for onboarding issues
• Resolve complex client enquiries related to fund and cash management services (payments, product questions, platform navigation/support)
• Coordinate with partner teams for product-specific support (e.g., wires, FX (Foreign Exchange), online banking, capital call lines of credit)
• Educate internal partners on VC client characteristics (management companies, fund structures, operating models) to improve service outcomes
• Advocate for Innovation Banking Fund Banking needs and ensure partner teams understand required service time frames and expectations
• Identify and engage the right partners across HSBC’s global network to solve client needs, staying actively involved until resolution
• Assess current processes and influence change to improve client experience, scalability, and operational efficiency
• Support ongoing risk monitoring in line with Global Standards, including AML ( Anti Money Laundering) & Sanctions-related matters; act as an escalation point as needed
• Partner with Relationship Managers and clients to address operational risk topics (overdrafts, NSF ( Non-Sufficient Funds) ,…