Make a significant impact as a Senior Associate in MNP's Family Office Services team focusing on wealth strategies for high net worth individuals. Your expertise will drive successful financial planning outcomes.
In this role, you will devise and present comprehensive financial plans while collaborating with a multidisciplinary team. You will engage with high net worth clients, ensuring they receive tailored advice aligned with their financial goals. Attention to detail and strong communication skills will enhance the client experience throughout all interactions.
Key Responsibilities:
• Formulate and showcase financial planning for high net worth clients
• Work cross-functionally to generate actionable insights and reports
• Support efforts to improve service delivery processes
Requirements:
• Must hold a CFP® credential
• Experience in financial planning: 5-10 years preferred
• Proficient in financial plannin...