Investment Solutions Consultant - Advisor Relations

Deutsche Bank; California; Hybride; USD 90 000 - 120 000; Plein temps

Résumé du poste

DWS in the United States is interviewing candidates for an Internal Consultant role to proactively market the firm’s investment products to the financial advisor community. You will partner with designated field wholesalers to develop and maintain relationships with advisors, maintaining a high level understanding of DWS’ products and global investment view.

Expand the client base by identifying opportunities, profiling clients, and following up with targeted strategies.

Qualifications

• Bachelor's degree required.
• Strong client focus and self-motivation.
• Solid knowledge of capital markets.
• Experience with CRM and advisor tools is a plus.

Responsabilités

• Proactively market the Firm’s investment products to financial advisors.
• Partner with field wholesalers to develop relationships with advisors.
• Understand DWS investment products and global investment view.
• Identify new opportunities and expand the client base.

Connaissances

Client focus

Sales skills

Capital markets knowledge

Communication skills

Team collaboration

Strategic thinking

Formation

Bachelor's degree

Outils

Salesforce.com

Morningstar Advisor Workstation

Description du poste

DWS in the United States is interviewing candidates for an Internal Consultant role to proactively market the firm’s investment products to the financial advisor community. You will partner with designated field wholesalers to develop and maintain relationships with advisors, maintaining a high level understanding of DWS’ products and global investment view.

Expand the client base by identifying opportunities, profiling clients, and following up with targeted strategies.