Associate, GWMS Sales - Italy

at  Apollo

Milano, Lombardia, Italy -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate19 Jan, 2025Not Specified19 Oct, 2024N/AInfrastructure,Interpersonal Skills,Real Estate,Private Equity,External Clients,Financial MarketsNoNo
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Description:

Position Overview
Apollo is seeking an Associate to support Wealth Management coverage, primarily across Italy, within its Global Wealth Management Solutions (GWMS) EMEA team.
GWMS is a vertically integrated sales channel within Apollo’s broader Client & Product Solutions (CPS) ecosystem designed to provide individuals and their advisors access to a growing range of wealth management solutions across yield, hybrid, equity, and retirement services that go beyond the public markets. The Associate will partner closely with the EMEA GWMS team to drive and execute regional sales strategy while also maintaining connectivity with counterparts across the US and APAC on joint initiatives.

Primary Responsibilities:

  • Partner closely with and support senior EMEA GWMS team members on capital raising efforts
  • Collaborate with global product specialists and investor relations teams to coordinate information for LP requests and marketing materials
  • Track record of successfully presenting and pitching to clients and financial advisors
  • Manage investor research and compile materials for roadshows, presentations, and pitches
  • Keep abreast of latest product performances updates, proactively providing aftersales for all products with a specific emphasis on evergreen products
  • Lead operational support on product structuring, marketing/event requests, and updates to marketing materials
  • Attend research meetings and compile organized summary notes, clearly articulating all follow-ups and deadlines
  • Own management of Salesforce/CRM activity and related data requests
  • Provide excellent and professional client service, always representing Apollo’s core values
  • Meaningfully contributes to strategic dialogue and collaborates effectively with CPS colleagues, investment teams, and external partners
  • Grow into taking ownership of client accounts and building relationships across industry networks

Qualifications & Experience

  • 4-5 years of relevant sales, marketing, or investor relations experience at either an alternative asset management firm, or investment bank
  • Undergraduate degree from a top-tier university
  • Italian language fluency essential
  • Strong understanding of financial markets required; knowledge of private markets landscape (private credit, infrastructure, real estate, private equity) preferred
  • Takes initiative and is accountable for driving processes to conclusion
  • Superior interpersonal skills; builds and maintains strong relationships/credibility with external clients
  • Excellent ability to multi-task with strong attention to detail
  • Entrepreneurial, self-guided work ethic with results-driven orientation
  • Excels in a fast-paced, rigorous work environment; effectively prioritizes and meets deadlines

Responsibilities:

  • Partner closely with and support senior EMEA GWMS team members on capital raising efforts
  • Collaborate with global product specialists and investor relations teams to coordinate information for LP requests and marketing materials
  • Track record of successfully presenting and pitching to clients and financial advisors
  • Manage investor research and compile materials for roadshows, presentations, and pitches
  • Keep abreast of latest product performances updates, proactively providing aftersales for all products with a specific emphasis on evergreen products
  • Lead operational support on product structuring, marketing/event requests, and updates to marketing materials
  • Attend research meetings and compile organized summary notes, clearly articulating all follow-ups and deadlines
  • Own management of Salesforce/CRM activity and related data requests
  • Provide excellent and professional client service, always representing Apollo’s core values
  • Meaningfully contributes to strategic dialogue and collaborates effectively with CPS colleagues, investment teams, and external partners
  • Grow into taking ownership of client accounts and building relationships across industry network


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Marketing/Advertising/Sales

Marketing / Advertising / MR / PR

Sales

Graduate

Proficient

1

Milano, Lombardia, Italy