Relationship Management Analyst, US Wealth

Deutsche Bank•Chicago, IL

8d•Hybrid

About The Position

The U.S. Wealth team is responsible for the advancement, promotion, and growth of DWS’s Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels. DWS is interviewing candidates for an Internal Consultant role to proactively market the Firm’s wide range of investment products to the financial advisor community. Candidates should be intensely client focused, self-motivated and have a strong knowledge of capital markets.

Requirements

Knowledge of investment trends and advisor practices
Bachelors degree required
Ability to work in a team environment and communicate clearly and concisely, with an expertise in adapting to different audiences
Ability to articulate specific sales strategies and processes

Nice To Haves

Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus

Responsibilities

Partner with designated field wholesaler(s) to develop and maintain business relationships with financial advisors and other intermediaries in the sales territory through a phone based consultative sales approach
Maintain a high level understanding of DWS’ wide range of investment products and global investment view
Build an efficient and thoughtful strategy to maximize engagement and influence with financial advisors
Expand existing client base by uncovering investment needs and presenting DWS solutions
Identify and pursue new opportunities by client profiling, client identification, and follow-up activity
Understand dynamics of Capital Markets, impact to investor portfolios, and objective based investing