Job Description
Drive impactful financial planning as an Associate in MNP's Family Office Services. Provide expert support to high net worth clients in their wealth journey.
MNP is seeking an Associate for its Family Office Services team. This role focuses on preparing financial plans and analyses tailored for high net worth families and individuals. You will collaborate with a multi-disciplinary team, supporting financial processes and enhancing service delivery for our clients.
Key Responsibilities:
• Create financial plans and analyses for HNW individuals
• Coordinate with professionals for report delivery
• Promote process improvements across financial services
Requirements:
• 3-5+ years experience in financial planning
• Proficient with financial planning tools like WealthPath
• Background in financial products knowledge
• Advanced skills in Microsoft applications
• Strong quantitative, analytical, and communic...
MNP is seeking an Associate for its Family Office Services team. This role focuses on preparing financial plans and analyses tailored for high net worth families and individuals. You will collaborate with a multi-disciplinary team, supporting financial processes and enhancing service delivery for our clients.
Key Responsibilities:
• Create financial plans and analyses for HNW individuals
• Coordinate with professionals for report delivery
• Promote process improvements across financial services
Requirements:
• 3-5+ years experience in financial planning
• Proficient with financial planning tools like WealthPath
• Background in financial products knowledge
• Advanced skills in Microsoft applications
• Strong quantitative, analytical, and communic...
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