At a Glance
- Tasks: Lead client service for Institutional clients in EMEA, ensuring top-notch support and coordination.
- Company: Join Apollo, a leading firm in alternative asset management, known for its innovative approach.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration across global teams.
- Why this job: Be part of a team that values client relationships and offers impactful solutions in finance.
- Qualifications: Bachelor's degree and 8+ years in client services; leadership experience preferred.
- Other info: Must have an EU work permit; ideal for those passionate about finance and client engagement.
The predicted salary is between 54000 - 84000 £ per year.
Apollo is seeking a driven individual to join the firm’s Global Client Service Group to provide ongoing client service in EMEA. The role will serve as regional client service lead covering Apollo’s Institutional client base. The primary focus of this individual will be supporting our Institutional clients & sales teams directly.
Primary Responsibilities:
- Regional operational lead for Institutional clients, including pre-sale support, end-to-end onboarding and post-sale service.
- Serve as EMEA client service lead across Institutional clients, including management of regional client service professionals to ensure coordinated and consistent white-glove client service.
- Close coordination and accountability to Institutional Investor Services team that oversees onboarding globally.
- Focus on providing on the ground client support in EMEA while also maintaining strong connectivity with global team and leveraging their expertise and institutional knowledge (e.g., information sharing, best practices).
- Partner closely with, and accountable to, Institutional EMEA Sales team.
- Coordinate across multiple groups globally within the firm to ensure uniform, proactive, timely, professional, and accurate prospect and client interactions.
Pre-Sale and Onboarding:
- Lead the pre-onboarding process in close partnership with sales and product professionals for Institutional clients.
- Oversight of the coordination of Institutional client diligence materials, RFIs/RFPs, Regional Specific Marketing Materials, ad-hoc diligence requests etc. that will be fulfilled by other APO teams including the translation of such materials.
- Coordination of ODD events/meetings in region and elsewhere.
- Project management of Institutional client onboarding process in coordination with Institutional Investor Services, including but not limited to: Investor Subscription process, oversight of 3rd party service providers and coordination across numerous Apollo teams (e.g. ICG, compliance, legal, fund controllers) to execute onboarding.
- Required to understand and tailor approach based on regional nuances across regulatory requirements and product structures.
Post-onboarding:
- Manage subscription and redemption process and queries for perpetual funds as well as manage capital call notice follow ups for draw-down funds, including SMAs / Fo1.
- Coordination and oversight of 3rd party service providers to ensure client obligations are met and that cross-party processes are functioning as expected.
- Liaise with COO and Product teams to ensure accurate and timely publication of NAV/valuation and recurring reporting for all relevant funds.
- Respond to ad-hoc requests across a variety of Apollo products, including custom reporting requests (e.g. bespoke reporting for SMA’s).
Ongoing:
- Act as EMEA central liaison for Institutional clients’ enquiries on Apollo products lifecycle, maintain 3rd party service provider relationships and Apollo internal and external stakeholders to formulate appropriate response on a timely basis.
- Provide support to sales team members through the whole servicing lifecycle, from prospect to client.
- Support of EMEA Institutional sales team in production and updating of business and strategy plans.
- Curate distribution lists in conjunction with senior sales, DDE and Marketing for relevant client events e.g. Annual Meetings, webcasts.
Qualifications & Experience:
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- 8+ years of prior experience in a client services role at an alternative asset management firm or investment/private bank.
- Previous personnel management experience strongly preferred.
- Self-motivated and resourceful; able to multi-task and focus on delivering results.
- Client-centric mindset.
- Ability to operate as a team player – energetic, enthusiastic and personable.
- High quality written and verbal communication skills.
- Excellent attention to detail.
- Strong communicator; personable, organized, and proactive with a positive attitude.
- Strong interpersonal skills to support communication with internal and external counterparties.
- Excels in a rigorous and fast-paced team-oriented work environment.
Institutional Client Service Lead - EMEA employer: Apollo Global Management, Inc.
Contact Detail:
Apollo Global Management, Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Institutional Client Service Lead - EMEA
✨Tip Number 1
Network with professionals in the institutional client service sector, especially those who have experience in EMEA. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in client service.
✨Tip Number 2
Familiarise yourself with the specific regulatory requirements and product structures relevant to the EMEA region. This knowledge will not only help you stand out but also demonstrate your commitment to understanding the nuances of the role.
✨Tip Number 3
Showcase your project management skills by discussing any relevant experiences where you successfully coordinated multiple teams or managed complex processes. This is crucial for the onboarding and client service aspects of the role.
✨Tip Number 4
Prepare to discuss how you would enhance client relationships and improve service delivery. Think of specific strategies or initiatives you've implemented in the past that could be applicable to the Institutional Client Service Lead position.
We think you need these skills to ace Institutional Client Service Lead - EMEA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client services, particularly within the financial sector. Emphasise any previous roles that involved managing client relationships or leading teams.
Craft a Compelling Cover Letter: Your cover letter should reflect your understanding of the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, especially your experience in EMEA markets.
Highlight Relevant Skills: In your application, focus on skills that are crucial for this position, such as project management, communication, and client service excellence. Provide specific examples of how you've demonstrated these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your application materials. Look for any spelling or grammatical errors, and ensure that your documents are well-organised and professional in appearance.
How to prepare for a job interview at Apollo Global Management, Inc.
✨Understand the Role Inside Out
Make sure you thoroughly understand the responsibilities of the Institutional Client Service Lead. Familiarise yourself with the key tasks such as client onboarding, managing relationships, and coordinating with sales teams. This will help you demonstrate your knowledge and enthusiasm during the interview.
✨Showcase Your Client-Centric Mindset
Prepare examples from your past experiences that highlight your client-centric approach. Discuss how you've successfully managed client relationships and resolved issues, as this role heavily focuses on providing exceptional service to institutional clients.
✨Highlight Your Team Management Skills
Since previous personnel management experience is preferred, be ready to discuss your leadership style and how you've effectively managed teams in the past. Share specific instances where you coordinated efforts across different groups to achieve a common goal.
✨Demonstrate Strong Communication Skills
As this role requires excellent written and verbal communication, practice articulating your thoughts clearly. Be prepared to discuss how you’ve communicated complex information to clients or stakeholders in a way that was easily understood.