Relationship Management Analyst, US Wealth
Core
Proactively market DWS investment products to the financial advisor community via phone-based consultative sales to support client growth.
Role type
Sales Analyst (Financial Advisor Relations)
Builds
DWS investment product solutions for financial advisors
Domain
Asset Management / Wealth Management
Deliverable
product features
Required skills
consultative sales, client profiling, capital markets knowledge, investment strategy articulation, relationship management
Preferred skills
Morningstar Advisor Workstation, Salesforce.com
Responsibilities
Develop and maintain business relationships with financial advisors, expand client base by uncovering investment needs, identify new opportunities through client identification, present DWS solutions, understand capital market dynamics and their impact on portfolios
Seniority
Individual Contributor, Analyst level