Relationship Management Analyst, US Wealth

Deutsche Bank AG; Chicago (IL); Hybrid; USD 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid work model

Benefits package

Job summary

DWS Group is seeking a Relationship Management Analyst for its US Wealth team in Chicago. The role focuses on proactive engagement with financial advisors to promote DWS investment solutions and grow our intermediary wealth channel.

Applicants should have a bachelor’s degree and familiarity with Salesforce and Morningstar Advisor Workstation. Strong communication, teamwork, and a knack for sales strategy are essential to succeed in this client-focused, hybrid work environment.

Qualifications

• Bachelor's degree required.
• Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus.
• Ability to work in a team environment and communicate clearly with diverse audiences.
• Ability to articulate sales strategies and processes.

Responsibilities

• Partner with field wholesalers to build and maintain relationships with financial advisors.
• Maintain in-depth knowledge of DWS products and global investment views.
• Develop strategies to maximize engagement with financial advisors.
• Expand client base by assessing investment needs and presenting DWS solutions.
• Identify new opportunities through client profiling and follow-up.
• Understand capital market dynamics and objective-based investing.

Skills

Investment trends

Team collaboration

Sales strategy

Communication skills

Education

Bachelor's degree

Tools

Salesforce

Morningstar AWD

Job description

Job Description

Employer: DWS Group Title: Relationship Management Analyst, US Wealth Location: Chicago, Illinois Job Code: #LI-MB1 #LI-03

About DWS

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. Read more about DWS and who we are here.

About the U.S. Wealth Team

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.

Role Details

Your Key Responsibilities:

• Partner with designated field wholesalers 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

Your Skills & Experience:

• Knowledge of investment trends and advisor practices


• Bachelors degree required


• Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus


• 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

What we'll offer you:

At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone.

The salary range for this position in Chicago has $55,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. This position is eligible for incentive compensation [in the form of commission payments]. Posted salary ranges do not include incentive compensation or any other type of renumeration. At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.

DWS' Hybrid Working model

DWS' Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.

Interview adjustments & accommodations

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.

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Our commitment to equal employment opportunity

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights, and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us