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Relationship Management Analyst (US Wealth)

Deutsche Bank

Join DWS, an industry-leading firm with a global presence, as a Relationship Management Analyst. In this role, you will proactively market the firm's wide range of investment products to the financial advisor community. You will partner with designated field wholesalers to develop and maintain business relationships with financial advisors and other intermediaries. You will also expand the existing client base by uncovering investment needs and presenting DWS solutions. A bachelor's degree is required, and familiarity with Morningstar Advisor Workstation and is a plus.

Responsibilities

  • Proactively market the Firm’s wide range of investment products to the financial advisor community.
  • Develop and maintain business relationships with financial advisors and other intermediaries in the sales territory through a phone-based consultative sales approach.
  • Expand existing client base by uncovering investment needs and presenting DWS solutions.

Requirements

  • Familiarity with Morningstar Advisor Workstation and a plus
  • Ability to articulate specific sales strategies and processes
  • Knowledge of investment trends and advisor practices
  • Ability to work in a team environment and communicate clearly and concisely, with an expertise in adapting to different audiences
  • Bachelors degree required

Pay

USD 55,000 - 55,000