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