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- Tasks: Support advisory clients and manage account structures in a dynamic investment environment.
- Company: Global investment management firm committed to diversity and inclusion.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Why this job: Join a leading firm and make a significant impact in client onboarding and strategy.
- Qualifications: 15+ years in investment management with strong communication and investment knowledge.
- Other info: Welcoming applications from diverse backgrounds to foster an inclusive workplace.
The predicted salary is between 80000 - 100000 £ per year.
A global investment management firm is seeking an experienced Advisory Services Manager in Greater London. This role involves supporting advisory clients, managing account structures, and ensuring compliance with Investment Management Agreements.
Candidates should have over 15 years in the investment management sector, excellent communication skills, and a strong understanding of investment practices.
The firm promotes diversity and welcomes applications from underrepresented groups.
Advisory Services Lead — Client Onboarding & Strategy in London employer: Federated Hermes Limited
Contact Detail:
Federated Hermes Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisory Services Lead — Client Onboarding & Strategy in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management sector and let them know you're on the lookout for new opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the firm thoroughly, especially their advisory services and client onboarding strategies. Tailor your responses to highlight how your experience aligns with their needs and values.
✨Tip Number 3
Showcase your communication skills! During interviews, be clear and concise in your answers. Use examples from your past experiences to demonstrate how you've successfully managed client relationships and ensured compliance.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and get noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Advisory Services Lead — Client Onboarding & Strategy in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Advisory Services Lead. Highlight your experience in investment management and any relevant achievements that showcase your skills in client onboarding and strategy.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your 15+ years of experience and how it aligns with the firm's goals and values.
Showcase Your Communication Skills: Since excellent communication is key for this position, make sure to demonstrate your ability to convey complex information clearly in both your CV and cover letter. We want to see how you can engage with clients effectively!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Federated Hermes Limited
✨Know Your Investment Management Stuff
Make sure you brush up on your investment management knowledge. Given the role's focus, be prepared to discuss specific investment practices and how they relate to client onboarding and strategy. This will show that you’re not just experienced but also current with industry trends.
✨Showcase Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Consider using the STAR method (Situation, Task, Action, Result) to structure your responses, especially when discussing past experiences in advisory roles.
✨Understand Compliance Inside Out
Familiarise yourself with Investment Management Agreements and compliance requirements. Be ready to discuss how you've ensured compliance in previous roles, as this will demonstrate your ability to manage account structures effectively.
✨Embrace Diversity and Inclusion
This firm values diversity, so don’t shy away from sharing your unique perspective. Think about how your background or experiences can contribute to a more inclusive workplace, and be prepared to discuss this during the interview.