Job Description
Become a Senior Analyst with MNP's Family Office Services and make a difference in high net worth financial planning. Work with diverse professionals to achieve client goals.
As a Senior Analyst, you'll play a critical role in MNP's Family Office Services, assisting clients in navigating their wealth transitions. Your focus will be on preparing financial plans tailored to high net worth individuals, working alongside a multi-disciplinary team to enhance service delivery. You will also be involved in improving processes and maintaining organized systems for client deliverables.
Key Responsibilities:
• Develop financial strategies for high net worth clients
• Coordinate projects with various professionals
• Maintain and improve deliverable templates and systems
Requirements:
• CFP curriculum completed or in progress
• 2-4 years of relevant personal finance experience
• Familiarity with financial planning software preferred
• Excellent written and verbal comm...
As a Senior Analyst, you'll play a critical role in MNP's Family Office Services, assisting clients in navigating their wealth transitions. Your focus will be on preparing financial plans tailored to high net worth individuals, working alongside a multi-disciplinary team to enhance service delivery. You will also be involved in improving processes and maintaining organized systems for client deliverables.
Key Responsibilities:
• Develop financial strategies for high net worth clients
• Coordinate projects with various professionals
• Maintain and improve deliverable templates and systems
Requirements:
• CFP curriculum completed or in progress
• 2-4 years of relevant personal finance experience
• Familiarity with financial planning software preferred
• Excellent written and verbal comm...