Deutsche Bank→
Relationship Management Analyst, Internal… at Deutsche Bank · Chicago
Entry LevelHybridFull-timeChicago, 222 South Riverside Plaza$55k–$55k/yr
Skills
capital marketsinvestment productsmorningstar advisor workstationsalesforce.comsales strategyconsultative sales
Job Description
Summary: DWS is an industry-leading firm with a global presence seeking a Relationship Management Analyst to proactively market a wide range of investment products to financial advisors. The role involves developing relationships, understanding investment needs, and pursuing new opportunities within the financial advisory community.
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’ 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
Required Qualifications:
- Knowledge of investment trends and advisor practices
- Bachelors degree required
- 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
Preferred Qualifications:
- Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus
Required Skills: Capital Markets, Investment Products, Morningstar Advisor Workstation, Salesforce.com, Sales Strategy, Consultative Sales
Benefits: Healthcare, Company perks, Retirement plan, Physical, emotional, and financial wellness benefits
Benefits
Healthcare
Company perks
Retirement plan
Physical, emotional, and financial wellness benefits