Jobs › Companies › Transamerica › Sales Support Associate - Asset Management

À propos de ce poste Sales Support Associate - Asset Management chez Transamerica

Transamerica · Sur site · Frankfurt, Germany

Job Description Summary

Job Description

Location: Frankfurt am Main, Germany
Business Area: Continental Europe Client Group
Reporting Line: Head of Distribution Continental Europe


Role Purpose

The Sales Support Associate plays a key role in supporting the sales and client coverage activities of Aegon Asset Management within the DACH region. The position is focused on enabling commercial success through high-quality sales coordination, client servicing support, CRM management, marketing collateral preparation, and business development support.


The role acts as a central point of coordination for the DACH distribution team and helps ensure an excellent client experience while maximizing the efficiency and effectiveness of sales activities. The position will work closely with the Institutional Sales and Wholesale teams, supporting business development efforts, client engagement, and the efficient execution of strategic sales initiatives.


Sales & Client Support

  • Support the DACH distribution team in the preparation of client presentations, pitchbooks, due diligence questionnaires (DDQs), RFPs and marketing materials.
  • Coordinate responses to client and prospect information requests.
  • Ensure timely follow-up on internal and external sales-related action items.
  • Assist in the preparation and organization of client meetings, roadshows, webinars and industry events.
  • Manage meeting logistics, agendas, documentation and follow-up tracking.

CRM & Pipeline Management

  • Maintain accurate client and prospect records within Salesforce and other approved systems.
  • Support pipeline management, sales reporting and activity tracking.
  • Monitor data quality and ensure client information is up to date.
  • Produce regular sales management reports and dashboards.

Marketing & Commercial Coordination

  • Coordinate the distribution of marketing materials, fund updates and thought leadership content.
  • Work closely with Product, Marketing and Investment teams to gather information required for client presentations and commercial initiatives.
  • Support product launch activities and commercial campaigns across Continental Europe.
  • Assist in organizing client events and conference participation.

Market Intelligence

  • Conduct competitor, market and distribution research.
  • Monitor industry developments relevant to institutional and wholesale distribution channels.
  • Prepare briefing materials for management and client meetings.
  • Support strategic projects within the Continental Europe distribution business.

Sales Governance & Process Management

  • Support adherence to internal sales processes and commercial governance requirements.
  • Maintain organized records of client interactions and sales activities.
  • Assist in the preparation of management presentations, business reviews and sales planning exercises.

Experience & Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration or a related field.
  • 2–5 years of experience in asset management, wealth management, banking or financial services.
  • Experience supporting sales, relationship management or business development teams.
  • Strong organizational and project coordination skills.
  • High attention to detail and ability to manage multiple priorities.
  • Excellent communication and stakeholder management capabilities.
  • Advanced knowledge of Microsoft Office and CRM systems (preferably Salesforce).
  • Fluency in German and English (written and spoken).

Success Measures

  • High-quality and timely delivery of sales materials.
  • Accuracy and completeness of CRM data.
  • Efficient coordination of client and prospect activities.
  • Positive feedback from sales team members and clients.
  • Effective support of business development initiatives and strategic projects.
  • Contribution to sales pipeline visibility and commercial effectiveness.

Aegon Asset Management

Aegon Asset Management (Aegon AM) is a leading global investor. Our 350+ investment professionals manage and advise on assets of US $446 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 1,130 employees work from 16 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.


Compensation/What will you be getting?

  • Compensation level depend upon an applicant’s qualifications and will be determined by hiring supervisors/managers and HR
  • A collaborative, learning-focused environment
  • A culture that values initiative and continuous improvement.
  • Plenty of scope and budget for your personal and professional development

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!


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.


#LI-DK1

#LI-Hybrid

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.

Prêt à postuler chez Transamerica ?
Postuler chez Transamerica

À propos de Transamerica

At Transamerica, hard work, innovative thinking , and personal accountability are qualities we honor and reward. We understand the potential unleashed by leveraging the talents of a diverse workforce. We embrace an environment where employees enjoy a balance between their careers, families, communities, and personal interests. Ultimately, we appreciate the uniqueness of a company where talented professionals work collaboratively in a positive environment — one focused on helping people look forward and plan for the best life possible while providing tools and solutions that make it easier to get there. Transamerica is a part of A egon , an integrated, diversified, international financial ser

Voir tous les emplois chez Transamerica →

Emplois similaires

Transamerica
Platform Income & Asset Reconciliations Team Manager
Transamerica
⚡ Postuler tôt Edinburgh, UK Hybride £43,120–£64,680
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Transamerica
Senior Counsel - Mergers & Acquisitions
Transamerica
⚡ Postuler tôt New York, New York Hybride $165,000–$250,000
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Transamerica
Customer Care Support Associate
Transamerica
⚡ Postuler tôt Edinburgh, UK Hybride £26,228–£26,228
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Transamerica
Regional Vice President - Retirement Mid Markets (New York City or Manhattan)
Transamerica
⚡ Postuler tôt Work From Home, USA Sur site $90,000–$90,000
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Transamerica
Analista de Datos Bancaseguros
Transamerica
⚡ Postuler tôt Madrid Cristalia, Spain Sur site
● Nouveau 👁 Vu ✓ Postulé il y a 1 j
Transamerica
Senior Regulatory Compliance Analyst (Group Life & Health) - Hybrid
Transamerica
⚡ Postuler tôt Cedar Rapids, Iowa Hybride $80,000–$90,000
● Nouveau 👁 Vu ✓ Postulé il y a 2 j
Transamerica
Investment Proposition Manager
Transamerica
⚡ Postuler tôt Edinburgh, UK Hybride £64,400–£96,600
● Nouveau 👁 Vu ✓ Postulé il y a 2 j
Transamerica
Senior Analyst, Operational Risk Management (Hybrid)
Transamerica
⚡ Postuler tôt Cedar Rapids, Iowa Hybride $80,000–$95,000
● Nouveau 👁 Vu ✓ Postulé il y a 2 j
Transamerica
Customer Care Associate
Transamerica
⚡ Postuler tôt Edinburgh, UK Hybride £26,228–£26,228
● Nouveau 👁 Vu ✓ Postulé il y a 2 j

Inscrivez-vous pour des suggestions adaptées aux emplois que vous ouvrez et aux recherches que vous enregistrez.

Plus d’emplois chez Transamerica

Voir tous les emplois chez Transamerica →

Postuler maintenant
🤖

Doucement — un instant

JobsRadar a été conçu pour de vraies personnes qui traversent une période difficile dans leur recherche d’emploi — pas pour des requêtes automatisées. Vous cliquez beaucoup trop vite et vous êtes maintenant temporairement bloqué.

Revenez plus tard. Si vous cherchez réellement un emploi, nous sommes de votre côté — agissez simplement comme un être humain.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Prenez une longueur d’avance dans votre recherche d’emploi.

Rejoignez notre canal Telegram pour ce qui vous aide à décrocher le poste — références salariales, le pouls hebdomadaire du marché et les annonces de nouveautés. Pas de spam, que du signal.

Rejoindre le canal — c’est gratuit