Senior Global Corporate Banking Advisor

HSBC

San Francisco (CA)

On-site

USD 120,000 - 170,000

Full time

6 days ago
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Job summary

HSBC is seeking a Senior Associate in San Francisco to support Relationship Managers in developing client relationships, identifying product opportunities, and delivering needs‑based solutions across a global network.

You will conduct financial and credit analysis, coordinate with product partners, and help manage risk and KYC processes while contributing to cross‑border banking opportunities within a fast‑paced environment.

Qualifications

  • Experience in corporate banking with international needs.
  • Track record in high performing sales teams.
  • Ability to identify and meet customer needs with a broad range of products.
  • Strong understanding of corporate banking products and cross‑border solutions.
  • High attention to detail in a fast-paced environment.
  • Experience with customer due diligence and high‑risk KYC.
  • Licensed Registered Representative; FINRA Series 79, 63 and SIE; expected to obtain within 120 days.
  • Credit assessment and portfolio‑based credit monitoring experience.

Responsibilities

  • Provide support to Relationship Managers to optimize client relationships and deliver needs‑based solutions.
  • Attend client meetings and be the first point of contact for daily credit inquiries.
  • Prepare analyses, proposals, and presentations for prospective customers.
  • Assist with client planning, pipeline management, and coordination with product partners.
  • Monitor risk and ensure compliance with Global Standards and AML/Sanctions alerts.

Skills

Corporate banking
Sales leadership
Cross-border banking
KYC due diligence
Risk monitoring
FINRA licensing

Job description

HSBC is seeking a Senior Associate in San Francisco to support Relationship Managers in developing client relationships, identifying product opportunities, and delivering needs‑based solutions across a global network.

You will conduct financial and credit analysis, coordinate with product partners, and help manage risk and KYC processes while contributing to cross‑border banking opportunities within a fast‑paced environment.

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