Client Relationship Manager, EOS - German or Dutch speaking (m|f|x) London

Federated Hermes, Inc. is a global leader in active, responsible investment management, with $829.6 billion in assets under management, as of December 31, 2024. 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. For more information, visit FederatedHermes.com

Main Function of the role:

The job holder will have two primary functions:

Client development: will be responsible for pro-actively managing relationships with an allocated

number of global institutional clients, ensuring that all client requirements are met and ad hoc

requests for information are delivered on time. To fulfil the functions of the role the job holder will be required to build strong positive relationships with both internal stakeholders and external clients.

Business development: will support the sales director in a specific region, contributing to the sales process for the EOS services and ensuring close collaboration between the BD team and the EOS team.

Tasks

Client development:

• Onboarding and contract management: manage client take-on process, working with internal operations and legal teams.
• Client relationship building: management of relationships with allocated clients, including clients with a complex profile or otherwise commercially sensitive, ensuring the highest level of service e.g. query management, contract fulfilment, reporting requirements. Proactively reach out to clients, scheduling regular meetings/calls to ensure close contact and deliver client presentations in formal setting where requested. Work with colleagues to ensure that the clients receive correct and suitable reports on a regular basis.
• Internal recordkeeping: draft and update client plans on Salesforce to ensure client knowledge is shared across the firm.
• Identify, execute and manage continuous improvement: identify, facilitate and lead internal and external initiatives relating to the continuous improvement in efficiency and experience across the whole EOS client base. Develop and champion best practice processes, approaches and initiatives.
• Product knowledge: have a solid and up to date working knowledge of the EOS content, being able to deliver it to clients in various formats and forums.
• Internal stakeholder management: build strong relationships with and beyond the EOS team to ensure that clients receive the highest standard of operational support. This includes working with the events and marketing teams where it relates to EOS.

Business development:

• Sales support: Support the sales process for new EOS clients working closely with the regional Sales Director; including contribution to, and at times leading, in RFIs/RFPs, active participation in pitch meetings as well as contributing to the pricing stewardship group proposals and discussions.
• Regional expertise: Pro-actively identify market / sector / industry / regulatory trends and client needs in relevant region. Share intel with BD team and where appropriate, drive initiatives to respond to those trends and client needs, taking into account global client base and the shared service model.

Profile / Your qualification / Your personality

You will receive training in most aspects of the job but should have demonstrable experience of working in a fast paced, team based, client focused environment and must have a passion for client service and business development.

Previous client facing experience of working with a global institutional client base is essential, as is experience in working with CRM databases. This experience is likely to have been gained within a financial or professional services institution, responsible investment industry or from working within an Investor Relations function.

Languages are desirable - ideally Dutch, Danish and/or German

You should be committed, proactive, willing, diligent and responsible in undertaking all aspects of the role. Sensitivity in dealing with clients or prospects at a senior level is required as well as the flexibility to participate in a wide variety of client or prospect related tasks such as project management, coordinating responses to ad-hoc requests, editing and preparation for meetings. You should be able to deal with client or prospect matters of an urgent or sensitive nature.

You will be analytical, resourceful and well organised to assist the sales process. Building good relationships with internal stakeholders across EOS, sales, RFP and events teams is important.

You must be accountable for delivering on both regular duties and ad-hoc tasks and should have a sense of urgency in execution; therefore, you will be highly organised, know how to prioritise and be accurate with an eye for detail. You will be able to function well as part of a collaborative team and be happy to contribute towards the continuous improvement of process.

Demonstrable interest and experience of responsible investment will be an advantage.

(Certificate in ESG Investing or Investment Management Certificate). You must be an advanced MS office user (Excel, PowerPoint and Word) and possess strong literacy and numerical skills.

Contact

Jessica Sheehan

Talent Acquisition Partner

Location

150 Cheapside, GB-EC2V 6ET London