At a Glance
- Tasks: Support the sales team, manage client relationships, and assist with client events.
- Company: Join a leading investment firm in Edinburgh with a focus on growth.
- Benefits: Competitive salary up to £35,000, professional development, and a dynamic work environment.
- Other info: Great opportunity for career advancement in a supportive team culture.
- Why this job: Kickstart your career in finance and make a real impact in a global market.
- Qualifications: Passion for financial services, strong communication skills, and a proactive attitude.
The predicted salary is between 35000 - 35000 £ per year.
Job Summary
Trainee Sales Associate (Investment 20/20) – 12-month FTC. Location: Edinburgh. Salary: Up to £35,000 (depending on experience). Closing date: Thursday 9 July 2026.
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.
Qualifications
- 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 independently and as part of a team.
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.
Trainee Sales Associate (Investment 20/20) employer: Transamerica Corporation
As a Trainee Sales Associate at our Edinburgh office, you will join a dynamic and inclusive work culture that prioritises professional growth and development. We offer competitive salaries, comprehensive training, and the opportunity to engage with international clients across EMEA and APAC, all while being part of a supportive team that values collaboration and innovation. Our commitment to equal opportunities ensures a diverse workplace where every employee can thrive and contribute meaningfully to our success.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Sales Associate (Investment 20/20)
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Transamerica Corporation. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Trainee Sales Associate (Investment 20/20)
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Transamerica Corporation.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Transamerica Corporation
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Transamerica Corporation.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Transamerica Corporation.
