Sales support - working student
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client presentation preparationCRM managementclient documentation handlingpipeline trackingSalesforcewebinar supportmarket & competitor researchfund marketing materialspitch book preparation
Job Description Summary
Job Description
The role
Sales support (working student) is a dynamic role where you combine your organizational and commercial skills to help the business success. Working closely with colleagues across the firm, you will be part of the coordination of sales activities, manage client documentation, and support the sales process . This role offers the opportunity to gain valuable industry knowledge and develop experience around the asset management dynamics.
As a sales support, your primary responsibility is supporting the sales process through and with our sales and account managers. This includes operational questions from clients and prospects. You will coordinate and prepare sales materials, ensure that all client-facing documentation is accurate and delivered on time.
You will work in an international environment and be part of the DACH sales and account management team, part of the larger commercial domain for Continental Europe. The team is located in our Frankfurt offices.
Why the role is important
As a sales support, you have a direct impact on our ability to maintain a strong client relationships and win new business. The team plays a key role in supporting the firm’s revenue-generating activities and ensuring a seamless client experience.
Responsibilities
You are responsible for the client-focused sales support activities, ensuring all client requirements, enquiries and requests are dealt with professionally, accurately, and within agreed timelines.
Key Responsibilities Include
We are looking to complement our team. You enjoy working with clients, bring structure to your work and pay attention to details. You have affinity with and/or an interest in financial services and investment products, and are ready to take your first step into the financial services industry.
Ideally, You Have
Aegon Asset Management (Aegon AM) is a leading global investor. Our 389 investment professionals manage and advise on assets of US $321 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.
We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.
We are an international business: Our 1,200 employees work from 13 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
Interested? Apply!
Are you interested in joining our Team? We look forward to receiving your resume and motivation letter. Then make sure you apply immediately! Do you have some more questions? Send an email to Talent Acquisition via [email protected].
Diversity & Inclusion
At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from harnessing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.
Equal Opportunity Employer
Aegon Asset Management aims to be an employer of choice in the financial services industry. As a global company, we offer excellent terms of employment, a very diverse and inspiring work environment, and development opportunities.
Job Description
The role
Sales support (working student) is a dynamic role where you combine your organizational and commercial skills to help the business success. Working closely with colleagues across the firm, you will be part of the coordination of sales activities, manage client documentation, and support the sales process . This role offers the opportunity to gain valuable industry knowledge and develop experience around the asset management dynamics.
As a sales support, your primary responsibility is supporting the sales process through and with our sales and account managers. This includes operational questions from clients and prospects. You will coordinate and prepare sales materials, ensure that all client-facing documentation is accurate and delivered on time.
You will work in an international environment and be part of the DACH sales and account management team, part of the larger commercial domain for Continental Europe. The team is located in our Frankfurt offices.
Why the role is important
As a sales support, you have a direct impact on our ability to maintain a strong client relationships and win new business. The team plays a key role in supporting the firm’s revenue-generating activities and ensuring a seamless client experience.
Responsibilities
You are responsible for the client-focused sales support activities, ensuring all client requirements, enquiries and requests are dealt with professionally, accurately, and within agreed timelines.
Key Responsibilities Include
- Support the distribution team in preparing client presentations, pitch books and fund marketing materials
- Maintain and update CRM systems (Salesforce) including investor data, meeting notes and pipeline tracking
- Conduct market and competitor research on funds, strategies and distribution trends
- Support the organization of client meetings, roadshows and webinars (logistics, materials, follow up)
- Following up on client requests, operational questions, and internal actions within agreed timelines.
- Working closely with subject matter experts, including portfolio managers, to gather technical or specialist information required for client materials.
We are looking to complement our team. You enjoy working with clients, bring structure to your work and pay attention to details. You have affinity with and/or an interest in financial services and investment products, and are ready to take your first step into the financial services industry.
Ideally, You Have
- Energy, enthusiasm and an eagerness to learn in this role.
- Skill in building and maintaining relationships, both with clients and across the organization.
- The ability to work both independently and as part of a team.
- A relevant start of an education in business, finance, economics or a related field, or equivalent experience. We welcome diverse educational and career paths.
- Interest in developing your knowledge of investment management.
- A good sense of humor
- Fluency (verbal and written) in German and English is required.
- Even if you don’t tick every box but have a good dose of ambition we would still love to hear from you. We believe that diverse teams drive success. We therefore encourage applications from all backgrounds, including those underrepresented in financial services.
- You will be earning a competitive monthly salary – with a work schedule of minimum 15 hours a week next to your studies.
- Reimbursement of your travel expenses
Aegon Asset Management (Aegon AM) is a leading global investor. Our 389 investment professionals manage and advise on assets of US $321 billion for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations.
We organize our firm around four investment platforms: fixed income, real assets, equities and multi-asset & solutions, which includes a fiduciary and multi-manager business. Each investment platform has dedicated teams with deep asset-class expertise, organized globally and committed to maximizing client benefit from their specialist areas.
We are an international business: Our 1,200 employees work from 13 locations across Europe, the Americas and Asia. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
Interested? Apply!
Are you interested in joining our Team? We look forward to receiving your resume and motivation letter. Then make sure you apply immediately! Do you have some more questions? Send an email to Talent Acquisition via [email protected].
Diversity & Inclusion
At Aegon Asset Management, we are committed to fostering a diverse workforce and an inclusive culture. We are more than a global Asset Management firm – we are a people business, and we recognize that delivering excellent client outcomes comes from harnessing diverse perspectives. We value diversity in the full range of human uniqueness without limitation including race, gender, ability, language, culture, beliefs, age, origin, background, perspectives and experiences.
Equal Opportunity Employer
Aegon Asset Management aims to be an employer of choice in the financial services industry. As a global company, we offer excellent terms of employment, a very diverse and inspiring work environment, and development opportunities.
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