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Investment Sales Manager

2 months ago


Grizzly Flats CA USA, United States Deutsche Bank Full time
About the Role

We are seeking a highly skilled Investment Sales Manager to join our team at Deutsche Bank. As a key member of our US Wealth team, you will be responsible for developing and maintaining business relationships with financial advisor professionals in the sales territory.

As a Regional Sales Specialist, you will be responsible for:

  • Developing and maintaining business relationships with financial advisor professionals in the sales territory
  • Maintaining a high-level understanding of DWS's wide range of investment products and global investment views
  • Distributing Active, Passive, and Alternative solutions to DWS's most important clients
  • Managing and leveraging relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence
  • Working with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines
  • Delivering the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients

We are looking for:

  • Proven Investment Sales experience with a strong personal network to relevant financial advisor professionals across the relevant territory
  • Ability to maintain/develop client relationship, preferably across multiple asset classes
  • Strong product knowledge capable to explain and discuss a range of investment strategies
  • Able to prioritize the key initiative across a broad range of opportunities and relationships
  • Excellent communication skills and strong interpersonal skills - be able to build the trust and confidence of clients
  • Educated to degree level with relevant experience in Investment/Asset Management or Financial Services
  • Good project management skills and ability to work autonomously
  • Series 7/63 preferred
About DWS

DWS is a leading global investment manager that offers a wide range of investment products and services to institutional and individual investors. We are committed to delivering exceptional investment performance and providing our clients with the highest level of service and support.

We are proud to be a part of Deutsche Bank, one of the world's leading financial services companies. Our team is dedicated to helping our clients achieve their financial goals and objectives, and we are committed to making a positive impact on the communities we serve.

What We Offer

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. Our team is passionate about delivering exceptional results and making a positive impact on our clients and the communities we serve.

We are an equal opportunities employer and welcome applications from talented individuals from diverse backgrounds. If you are a motivated and experienced Investment Sales Manager looking for a new challenge, we encourage you to apply for this exciting opportunity.