At a Glance
- 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: Flexible working arrangements, competitive salary, and opportunities for professional growth.
- Why this job: Make a real impact in the financial services sector while building valuable relationships.
- Qualifications: 15+ years in investment management and strong communication skills required.
- Other info: Diversity and inclusion are at our core; we welcome all applicants.
The predicted salary is between 80000 - 100000 ÂŁ per year.
Location – London
About Federated Hermes; 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. Our clients include corporations, government entities, insurance companies, foundations and endowments, banks, and broker/dealers. Headquartered in Pittsburgh, Federated Hermes has more than 2,000 employees in London, New York and offices 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. The Advisory Services Manager ensures that complex account structures are established accurately and efficiently, while proactively addressing client-specific service requirements and expectations. This role also serves as the foundational support for Portfolio Management teams for pooled products to include development, implementation of product changes, and ongoing management. This role partners closely with internal stakeholders across Investments, Operations, Legal, Compliance, and Distribution to ensure effective management of the investment advisory functions.
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.
- Financial industry product development/integration experience.
- Product management, financial services or fund management experience.
- High level management capability amongst internal and external peers.
- Investment company and advisory company understanding.
- Investment or financial services industry knowledge.
- Knowledge of investment management, product management skills.
- Ability to manage complex investment product and projects from development, through implementation, and forward.
- Foreign language beneficial.
Minimum Requirements:
- Minimum 15+ years Investment Management experience in order to demonstrate the skills, knowledge and competencies required.
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 or treated less favourably on the basis of their disability, gender identity or expression, race, ethnicity, religion or belief, marriage or civil partnership, pregnancy and maternity, age, sex, or sexual orientation, or disability. We understand that applicants may have different needs and expectations related to their working arrangements and are committed to a discussion on flexible working. Please raise these with your Recruitment contact to discuss what type of arrangements can work for you and the role for which you are applying. We welcome applications from all eligible candidates, and we particularly encourage applications from qualified candidates who identify as women and/or are from a Black, Asian and Minority Ethnic background, as these groups are underrepresented throughout the financial services sector. We are a Disability Confident Employer and participate in the “Offer of Interview” scheme, intended to actively encourage applications from people with a disability or long-term condition and offer an interview to those who meet the minimum criteria set out within this job description. You will need to let us know if you would like to opt in to this scheme by contacting Jessica Sheehan at Jessica.sheehan@federatedhermes.com or +44 207 702 0888. You do not need to share details of your disability or long-term condition. If you would benefit from alternative methods of applying or for workplace adjustments during the recruitment process, please also let us know by contacting Jessica Sheehan at Jessica.sheehan@federatedhermes.com or +44 207 702 0888 to discuss the support you need.
Advisory Services Manager ( Client Services Manager ) 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 Manager ( Client Services Manager ) in London
✨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
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your enthusiasm and fit for the Advisory Services Manager role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Federated Hermes.
We think you need these skills to ace Advisory Services Manager ( Client Services Manager ) in London
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 you understand what we're looking for.
Showcase Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear, concise, and free of errors. Use professional language but let your personality shine through – we want to see the real you!
Highlight Relevant Experience: Don’t forget to emphasise your 15+ years of investment management experience. Share specific examples of how you've managed complex accounts or worked with advisory clients, as this will demonstrate your capability to handle the responsibilities of the role.
Apply Through Our Website: We encourage you to submit your application directly through our website. This way, you can ensure it reaches the right people and you’ll be one step closer to joining our team at Federated Hermes!
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 responsibilities of an Advisory Services Manager. Brush up on key concepts related to IMAs, client servicing, and portfolio management. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Experience
Prepare to discuss your 15+ years of experience in investment management. Highlight specific projects or challenges you've faced, especially those involving client relationships and complex account structures. Use examples that demonstrate your analytical skills and ability to manage multiple stakeholders.
✨Ask Insightful Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to client servicing and how they handle compliance and operational challenges. This not only shows your interest but also helps you gauge if the company aligns with your values and career goals.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The role requires strong relationship-building skills, so being authentic can help you connect with the interviewers. Share your passion for responsible investment management and how you can contribute to their mission.