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Trainee Client Management Analyst (Investment 20/20)

transamerica
Found 1 month ago
Location
Edinburgh, United Kingdom
Duration (Months)
12 Months
Time
Full-time
Work Mode
Hybrid
Salary
£26,000
Visa Help
Only UK
Last Verified
1 month ago

Education

  • Bachelor

Skills & Qualifications

Technical Skills

  • Word
  • Excel
  • PowerPoint
  • CRM system
  • Salesforce

Soft Skills

  • communication
  • interpersonal skills
  • team work
  • ability to work as part of a team
  • Calm
  • confident
  • engaging
  • asking questions to learn and improve
  • Responsive to change
  • motivated to succeed

Job Description

We’re looking for a Trainee Client Management Analyst to come and join us in Edinburgh as part of the Investment 20/20 programme. This is an outstanding chance for a school leaver to gain an introduction to the Asset Management Industry by joining our Client Management team. In this role you will gain first hand insight into the industry while making a real contribution to the success of the business. The position sits within the Aegon AM UK Client Group and will report to the Aegon AM Client Servicing Lead UK. In this role you will learn how to provide service support to our Client Management team covering Institutional, Insured and Retail clients across the UK and Europe. You will provide a range of support activities to assist a team of 7 Client Service professionals. The team are responsible for providing the highest level of service and management for a diverse client base.

Requirements

  • about to leave school
  • interested in the finance/asset management industry
  • excellent communication and interpersonal skills
  • keen ability to learn
  • Enjoys team work and has the ability to work as part of a team
  • Calm, confident and engaging in style
  • confident checking things when unsure and asking questions to learn and improve
  • Responsive to change and motivated to succeed
  • Comfortable using Word, Excel and PowerPoint to create documents and presentations

Related Field

  • Finance and Banking

Related Subfield

  • Asset Management

Languages

  • English
▶Apply Now

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