Description
We are seeking a Relationship Management Analyst to join our U.S. Wealth team. The successful candidate will 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.
Key responsibilities include:
- Developing and maintaining business relationships with financial advisors and other intermediaries
- Maintaining a high-level understanding of DWS' wide range of investment products and global investment view
- Building an efficient and thoughtful strategy to maximize engagement and influence with financial advisors
- Expanding the existing client base by uncovering investment needs and presenting DWS solutions
- Identifying and pursuing new opportunities by client profiling, client identification, and follow-up activity
- Understanding dynamics of Capital Markets, impact to investor portfolios, and objective-based investing
Requirements:
- Bachelor's degree required
- Knowledge of investment trends and advisor practices
- Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus
- Ability to work in a team environment and communicate clearly and concisely
- Ability to articulate specific sales strategies and processes
We offer a competitive salary range of $55,000, plus incentive compensation in the form of commission payments. Benefits include access to physical, emotional, and financial wellness benefits, a hybrid working model, and a range of company perks.