Relationship Management Analyst, US Wealth — Hybrid

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

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.