Relationship Management Analyst (US Wealth)

Deutsche Bank; California; Hybrid; USD 90,000 - 120,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Client focus

Sales skills

Capital markets knowledge

Communication skills

Team collaboration

Strategic thinking

Education

Bachelor's degree

Tools

Salesforce.com

Morningstar Advisor Workstation

Job description

• Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change
• Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment
• We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’
• As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career
• This is your chance to invest in your future
• U.S. Wealth 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
• 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
• Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus
• Ability to articulate specific sales strategies and processes
• Knowledge of investment trends and advisor practices
• Ability to work in a team environment and communicate clearly and concisely, with an expertise in adapting to different audiences
• Bachelors degree required