- Location
- India, IN
- Work mode
- On-site
- Employment
- Full-time
- Experience
- Mid-level
About the role
About Our Company Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. The firm’s focus areas include Asset Management and Advice…
Requirements
- financial planning/advice support experience
- client communication skills
- knowledge of wealth management concepts
Skills
- financial planning
- client advisory
- advice support
- wealth management
- portfolio planning
- risk profiling
- documentation
- customer communication
About the company
Ameriprise
Posted via Adzuna
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