Relationship Management Analyst, Internal Consultant
DWS Group is an industry-leading firm with a global presence, seeking creative thinkers for the Internal Consultant role. This position involves proactively marketing investment products to financial advisors and maintaining business relationships through a consultative sales approach.
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
Skills
- 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
- Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus
Benefits
- This position is eligible for incentive compensation [in the form of commission payments].
- At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle.
- Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.
- We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.
- DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home.
- If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need.
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