Director - Family Office

As a strategic advisor at Lagrange Point's partner family office in Delhi NCR, you will play a crucial role in managing investments, wealth preservation, and succession planning for a prominent business family. Your responsibilities will include nurturing relationships with UHNIs, overseeing portfolio performance across various asset classes, and coordinating with external advisors to provide integrated wealth solutions. You will also be involved in governance framework development, identifying new investment opportunities, and contributing to strategic projects such as philanthropy and legacy initiatives. To excel in this role, you should have 10-15 years of experience in wealth management or similar client management roles, with a proven track record of managing UHNI relationships. A strong understanding of different asset classes, investment strategies, and risk management principles is essential. Your interpersonal and communication skills should be excellent, allowing you to engage and influence stakeholders at the highest levels. A postgraduate qualification in Finance, Economics, Business Administration, or relevant professional certifications like CFA, CA, or CFP would be advantageous. This position offers a unique opportunity to work at the intersection of finance, legacy, and strategy, where you can influence decisions that shape the long-term success of the family office. You will have the chance to engage deeply with clients, contribute to strategic initiatives, and make a lasting impact on the organization's future.,