Mnp Llp
Senior Associate Family Office Planning
Job Description
Drive financial insights as a Senior Associate with MNP's Family Office Services. This hybrid role emphasizes strategic financial planning for high net worth and ultra-high net worth families.
In this position, you will collaborate with a diverse team to craft comprehensive financial planning strategies tailored to affluent clients. You will be expected to utilize your substantial experience in financial planning to present detailed plans effectively. As a Senior Associate, your ability to work independently and manage multiple projects will be crucial to your success in guiding clients through financial complexity.
Key Responsibilities:
• Create financial plans tailored for HNW clients
• Work across teams to deliver impactful reports
• Drive the update of templates and deliverables
• Present financial analysis and strategies to clients
• Support and mentor junior team members in their roles
Requirements:
• 5-10+ years of financial planning experience
• Pr...
In this position, you will collaborate with a diverse team to craft comprehensive financial planning strategies tailored to affluent clients. You will be expected to utilize your substantial experience in financial planning to present detailed plans effectively. As a Senior Associate, your ability to work independently and manage multiple projects will be crucial to your success in guiding clients through financial complexity.
Key Responsibilities:
• Create financial plans tailored for HNW clients
• Work across teams to deliver impactful reports
• Drive the update of templates and deliverables
• Present financial analysis and strategies to clients
• Support and mentor junior team members in their roles
Requirements:
• 5-10+ years of financial planning experience
• Pr...