Analyst Financial Advisory Sup · Bengaluru

About this role:

Ameriprise is seeking an Analyst for Financial Advisory Support.

In this role, you will:

• Assist financial advisors in preparing financial plans and investment strategies.
• Conduct market research and analysis to support client recommendations.
• Prepare reports and presentations for client meetings.
• Maintain client records and ensure compliance with regulations.
• Collaborate with cross-functional teams to enhance client service.
• Respond to client inquiries and provide timely support.
• Participate in training and development programs.
• Stay updated on financial products and market trends.
• Contribute to process improvement initiatives.
• Support the sales team in achieving targets.