Trainee Sales Associate (Investment 20/20) – 12-month FTC
Location: Edinburgh (We believe in the power of in-person collaboration, and our hybrid model requires colleagues to be in the office a minimum of 3-days per week)
Salary: Up to £35,000 (depending on the experience you can bring)
Closing date: Thursday 9 July 2026
Aegon Asset Management is a leading global investor, our employees work from 13 locations across Europe, the Americas and Asia. We advise on assets for a global client base of pension plans, public funds, insurance companies, banks, wealth managers, family offices and foundations. We share a common belief in fundamental, research-driven active management, underpinned by effective risk management and a commitment to responsible investment.
Our people are our greatest asset, and we want Aegon Asset Management to be a place where they can bring their authentic self to work and do all they can to deliver on our strategic promises to our customers.
We help people live their best lives. We help them with the big stuff, for the moments that matter.
We are looking for a Trainee Sales Associate to support our International Sales team. In this role, you’ll play a key part in building and maintaining professional relationships with clients across our EMEA and APAC markets, working closely with Sales professionals and Client Service Managers.
This is an excellent opportunity for a motivated individual looking to develop a career in asset management, combining client relationship management, sales support, and market insight.
Key responsibilities:
Support the International Sales team in managing client relationships across EMEA and APAC, including building contact lists and sourcing new opportunities
Assist with client servicing and enquiries, ensuring timely, professional responses
Maintain accurate records of sales and marketing activity using internal systems
Act as a key link between Sales and internal teams (e.g. Product, Marketing, Investment Specialists) to support sales initiatives
Assist in the creation of sales materials and client communications
Support the planning and delivery of client events, including invitations, logistics, and follow-up
Build strong working relationships internally and contribute to team meetings and sales activity
Develop knowledge of AAM products and investment markets
Ensure compliance with regulatory requirements and adopt a client-first approach in all activities
We’d love to hear from you if you:
Strong interest in financial services and investment markets
Desire to build technical knowledge of investment funds
Excellent communication and interpersonal skills
Strong organisational skills with attention to detail
Ability to build relationships both internally and externally
Self-motivated, proactive, and able to work both independently and as part of a team
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 recognise that delivering excellent client outcomes, comes from embracing 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.
We serve a diverse, ever-changing world. It's tough, but we work tirelessly to leave things better than we find them. If that sounds like the sort of place you'd like to work, hit the "Apply" button.
The legal bits
We’ll need you to confirm you have the right to work in the UK. If we offer you a job and you accept, there are some checks we need to complete before you can start with us. This will include a credit and criminal record check, as well as providing satisfactory references.
We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age
Skills Required
- Strong interest in financial services and investment markets
- Desire to build technical knowledge of investment funds
- Excellent communication and interpersonal skills
- Strong organisational skills with attention to detail
- Ability to build relationships both internally and externally
- Self-motivated, proactive, able to work independently and as part of a team
- Right to work in the UK (must confirm authorization)
- Hybrid working: minimum 3 days per week in the Edinburgh office
- Satisfactory pre-employment checks including credit and criminal record checks and references
What We Do
We help people achieve a lifetime of financial security and to enjoy a meaningful life – both now and in retirement. Not only do we offer products and services to achieve this but we also focus on financial wellbeing. When we talk about financial wellbeing this is how you feel about the control you have over your financial future – and your relationship with money. It’s about focusing on the things that make their life enjoyable and meaningful – both now and in retirement. We want you to feel confident and empowered when managing your money and know that it’s possible to improve your situation in some way. Aegon's products and services range from life, critical illness and disability insurance, to pensions, annuities, long-term savings and investments. We also offer mortgages, and car, household and travel insurance in some markets. In the US, we’re known as Transamerica, one of the best-known names in the North American financial services industry. Globally over 22,000 Aegon employees help almost 30 million customers take responsibility for their financial future.
