Wealth Relationship Analyst, US – Advisor Engagement

Deutsche Bank; Chicago (IL); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid working model

Incentive compensation

Job summary

DWS Group in Chicago is seeking a Relationship Management Analyst, US Wealth. You will partner with field wholesalers to build relationships with financial advisors, maintain knowledge of product lines, and design engagement strategies.

Ideal candidates have knowledge of investment trends, a Bachelor's degree, and familiarity with Morningstar Advisor Workstation and Salesforce.com. The role offers a hybrid working model with incentive compensation and strong career growth opportunities.

Qualifications

• Knowledge of investment trends and advisor practices.
• Bachelor's degree required.
• Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus.
• Ability to work in a team environment and communicate clearly.
• Ability to articulate specific sales strategies and processes.

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's 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

Skills

Investment trends

Advisor practices

Teamwork

Clear communication

Sales strategies

Education

Bachelor's degree

Tools

Morningstar Advisor Workstation

Salesforce.com

Job description

DWS Group in Chicago is seeking a Relationship Management Analyst, US Wealth. You will partner with field wholesalers to build relationships with financial advisors, maintain knowledge of product lines, and design engagement strategies.

Ideal candidates have knowledge of investment trends, a Bachelor's degree, and familiarity with Morningstar Advisor Workstation and Salesforce.com. The role offers a hybrid working model with incentive compensation and strong career growth opportunities.