Onboarding Relationship Advisor I - Innovation Banking

At HSBC, our purpose is opening up a world of opportunity and by joining our team, you can be part of something bigger. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible.

Here in Israel, you’ll help evolve and grow our business.

In this role you will:

• Manage end to end the customer onboarding process for Israel and US accounts while working closely with clients to ensure process is completed according to the relevant procedures.
• Partner with designated back-office offshore teams and with local Relationship Management team to ensure all tasks are completed according to agreed Service Level Agreement.
• Identify Client Due Diligence (CDD) gaps by analyzing customer information to ensure collection of all information and supporting documents required for the completion of the account opening.
• Be familiar and work according to local and US regulations, and HSBC risk and compliance policies and procedures.
• Escalate risks and raise exceptions / variance approval requests with the relevant team.
• Engage various internal teams to keep improving policies and customer onboarding experience to enhance customer satisfaction.

You should apply if you have:

• Role holder must be located in Israel with fluent business English and Hebrew.
• Strong project management, and problem-solving skills
• High level of attentiveness to details, with strong business sense and able to make sensible business judgments
• High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
• Strong work ethic, extremely self-motivated, and success driven
• Strong time management and multi-tasking skills, ability to organize tasks and manage priorities effectively

Even if you feel you do not meet 100% of our qualifications, we encourage you to apply, if you believe this role is right for you.

What you’ll get in return:

Not only is HSBC a great place to work, but we also offer the following unique and exciting opportunities and benefits:

• We’ll help you progress your career, including access to development programmes, mentoring and coaching, as well as world-class training through HSBC University.
• You can work your way and will have a say in when, where and how you and your team flexibly work together.
• You’ll have opportunities to work internationally - this can be your place to start and branch out to anywhere we have offices.
• You’ll be able to join our Employee Resource Groups that bring together colleagues with shared characteristics and common interests.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

For further information on building your career at HSBC, please visit: www.hsbc.com/careers