Senior Client Partner

4 days ago

Greater Delhi Area, India Lagrange Point International Full time ₹ 20,00,000 - ₹ 25,00,000 per year

About the Company:

We are seeking a
Senior Client Partner, Private Banking,
a trusted confidant and strategic partner to one of the most reputed organizations in India. This role is the bridge between the
family's legacy and its future
, serving as a single point of contact across
investments, lifestyle, governance, and philanthropy
.

Roles & Responsibilities:

Relationship Stewardship

  • Act as the dedicated first point of contact for all day-to-day and strategic requirements of the assigned family branch.
  • Build deep trust by understanding family values and aspirations, ensuring anticipatory and bespoke service delivery.

Domestic Strategy & Compliance

  • Coordinate across real estate, insurance, investments, legal, and government interactions with precision.
  • Partner with internal verticals to deliver integrated, compliant family office solutions.

Lifestyle, Legacy & Philanthropy

  • Support family members across education, healthcare, travel, staffing, and personal security.
  • Collaborate on philanthropic and legacy initiatives, from CSR programs to private events.

External Stakeholder Engagement

  • Represent the family with wealth managers, banks, lawyers, and external advisors.
  • Oversee sensitive documentation and facilitate offshore compliance requirements.

Governance & Administration

  • Maintain dashboards, reports, and confidential records across holdings and projects.
  • Proactively identify risks and drive resolutions in collaboration with internal teams.

Skills and Qualification:

Ideal candidate will come from a Tier-1 Institute (IIMs/MDI/SP Jain/ NMIMS/ Symbiosis etc.) with years of experience in private banking, wealth management, family office services, UHNW client advisory, real estate advisory, or bespoke consulting.

What's on Offer:

An opportunity to work at the
intersection of finance, legacy, and strategy
, influencing decisions that shape the long-term success of a distinguished family office. This role combines
strategic exposure, deep client engagement, and the ability to make an enduring impact
.

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