Relationship Management Analyst, Internal Consultant

DWS

Base: $55,000; bonus/equity: eligible for incentiv...
Hybrid
Strong knowledge of capital markets
Phone based consultative sales approach
Bachelor's degree required
The role involves partnering with field wholesalers to develop business relationships with financial advisors through a phone-based consultative sales approach

Job Summary

  • The role involves partnering with field wholesalers to develop business relationships with financial advisors through a phone-based consultative sales approach.
  • Candidates are expected to maintain a high-level understanding of DWS investment products and expand the existing client base by uncovering investment needs.
  • The position offers access to a range of personalized benefits including healthcare, company perks, and retirement plans within a hybrid working model.

Matching Summary

The role involves partnering with field wholesalers to develop business relationships with financial advisors through a phone-based consultative sales approach.

Salary

Base: $55,000; Bonus/Equity: Eligible for incentive compensation (commission); Benefits: Personalized plan including healthcare and retirement

Skills & Requirements

Must-have

  • Strong knowledge of capital markets
  • Phone based consultative sales approach
  • Bachelor's degree required
  • Ability to articulate sales strategies

Nice-to-have

  • Familiarity with Morningstar Advisor Workstation
  • Experience with Salesforce.com
  • Self-motivated and client focused
  • Adapting to different audiences

Key Requirements

  • Bachelor's degree required
  • Knowledge of investment trends and advisor practices

Work Rights

Not specified

Tailored Resume

Cover Letter