DWS Group→
Relationship Management Analyst, Internal… at DWS Group · Chicago
Entry LevelHybridFull-timeChicago, 222 South Riverside Plaza$55k–$55k/yr
Skills
capital marketsinvestment productsmorningstar advisor workstationsalesforce.comsales strategyconsultative sales
Job Description
Summary: DWS Group is an industry-leading firm with a global presence, seeking to innovate and invest responsibly. The Internal Consultant role focuses on proactively marketing the firm's investment products to financial advisors, requiring strong client relationship skills and capital markets knowledge.
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