Wealth Planning Senior Analyst at MNP
MNP
Transform your career at MNP as a Senior Analyst in Wealth Planning, focusing on financial strategies for high-net-worth individuals. Work collaboratively with experts to enhance client services. This position within MNP's Family Office Services involves crafting personalized financial plans for affluent clients. You will engage in project coordination, assist in enhancing procedures, and ensure precision in deliverables. This role is perfect for those looking to make a mark in wealth management. Key Responsibilities:
- Develop tailored financial plans for high-net-worth clients
- Work alongside cross-service professionals on impactful projects
- Communicate insights and prepare detailed client reports
- Support process improvements and manage filing systems
- Oversee updates on deliverables and necessary templates
- Completion or enrollment in the CFP curriculum
- 2-4 years of experience in personal finance or advisory roles
- Proficient in Microsoft Excel, PowerPoint, and Word
- Strong communication skills, both written and verbal
- Financial planning software experience is favored
Vacancy posted 8 days ago
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