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Sales Support Associate - Asset Management

Hiring from
Germany
Work type
Hybrid
Posted
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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 (AegonAM) 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.


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.

About Us

Aegon Asset Management is a global, active investment manager. We use our investment management expertise to help people achieve a lifetime of financial security, with a focus on excellence, trust and partnership.

Our clients benefit from the extensive international research capabilities and in-depth local knowledge. Aegon Asset Management is part of Aegon Group, one of the world's leading financial services organizations, providing life insurance, pensions and asset management.

People are fundamental to the success of our business. By promoting individual accountability and strong teamwork, we’re able to give all of our people the freedom to get on with doing what they do best, whether the individual’s function is financial, technical or creative. Join our diverse teams around the world in a relaxed and professional working environment. The reward? Great benefits and the recognition you deserve.

California residents may find additional information about the processing of their personal data HERE, including information about their right to opt out of the sale or sharing of their personal information, and may submit an opt-out request HERE. 

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