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- Tasks: Manage advisory clients and ensure seamless onboarding and ongoing support.
- Company: Join a global leader in responsible investment management with a collaborative culture.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Why this job: Make a real impact in the financial services sector while building strong client relationships.
- Qualifications: 15+ years in investment management and strong communication skills required.
- Other info: Diversity and inclusion are at our core; we welcome applicants from all backgrounds.
The predicted salary is between 80000 - 100000 £ per year.
Federated Hermes, Inc. is a global leader in active, responsible investment management, with $902.6B in assets under management, as of December 31st, 2025. We deliver investment solutions that help investors target a broad range of outcomes and provide equity, fixed income, alternative/private markets, multi-asset and liquidity management strategies to more than 11,000 institutions and intermediaries worldwide.
Main Function of the role: The Advisory Services Manager supports the advisor to include managing the segregated advisory clients, including separate accounts and sub-advised accounts, and pooled products across equity and fixed income markets. The Advisory Services Manager is the primary point of contact for advisory clients spanning the full client lifecycle—from negotiation of the Investment Management Agreement (IMA) through account onboarding and ongoing servicing.
Key task and responsibilities:
- Key point of contact for advisory clients, particularly in relation to:
- Investment Management Agreements (IMAs)
- Client-specific information requests
- Investment reporting and ad hoc investment enquiries
- Operational enquiries
- Legal, compliance, and regulatory questions
- Portfolio management and investment strategy discussions
Experience Required:
- Bachelor’s degree (or equivalent experience) with concentration in Business, Finance or Economics.
- Preferred post graduate degree in business related area; MBA or law.
- ESG/socially responsible investment or research experience.
- Product management, financial services or fund management experience.
- Minimum 15+ years Investment Management experience.
Candidate Profile:
- Excellent presentation and written communication skills.
- Attention to detail.
- Self-motivated and collaborative team player.
- Ability to work with all levels of management.
- Relationship building skills with colleagues and clients.
- Strong analytical skills.
Diversity, Inclusion and Flexible Working: We believe in genuine opportunity, fairness, and respect for all applicants and aim to ensure that no current or prospective employee is subject to discrimination. We welcome applications from all eligible candidates, particularly those who identify as women and/or are from a Black, Asian and Minority Ethnic background.
Advisory Services Manager ( Client Services Manager ) employer: Federated Hermes Limited
Contact Detail:
Federated Hermes Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisory Services Manager ( Client Services Manager )
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings at Federated Hermes!
✨Tip Number 2
Prepare for those interviews! Research Federated Hermes thoroughly—know their values, recent news, and how they operate. Tailor your answers to show how your experience aligns with their needs, especially in advisory services.
✨Tip Number 3
Showcase your skills! Bring along examples of your past work that demonstrate your ability to manage complex investment products and client relationships. Use real-life scenarios to illustrate your problem-solving skills and attention to detail.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the team at Federated Hermes. Let’s get you that interview!
We think you need these skills to ace Advisory Services Manager ( Client Services Manager )
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Advisory Services Manager role. Highlight your relevant experience in investment management and client servicing, as this will show us that you understand what we're looking for.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, it's crucial to demonstrate your excellent written communication skills. Use clear and concise language in your application to reflect how you would communicate with clients.
Highlight Your Teamwork Abilities: We love team players! Make sure to mention any collaborative projects you've worked on, especially those involving cross-functional teams. This will help us see how you can fit into our culture at Federated Hermes.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Federated Hermes Limited
✨Know Your Stuff
Make sure you have a solid understanding of investment management and the specific services offered by Federated Hermes. Brush up on key concepts related to equity, fixed income, and alternative markets. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Master the IMA
Since the Investment Management Agreement (IMA) is a crucial part of the role, be prepared to discuss its components and how you would manage it. Think about examples from your past experience where you've successfully negotiated or managed similar agreements, and be ready to share those stories.
✨Showcase Your Communication Skills
As the primary point of contact for advisory clients, strong communication skills are essential. Practice articulating complex ideas clearly and concisely. You might even want to prepare a few scenarios where you've effectively communicated with clients or internal teams to resolve issues.
✨Build Relationships
Relationship building is key in this role. Think about how you can demonstrate your ability to connect with clients and colleagues alike. Prepare examples of how you've fostered strong working relationships in the past, and be ready to discuss how you would approach building rapport with new clients at Federated Hermes.