Responsable Gestion Patrimoniale – Family Office
AXA Assurance Maroc · Méchouar de Casablanca
Description du poste
About the role
AXA Assurance Maroc is seeking a senior professional to lead its Family Office activities in Marrakech. The role focuses on delivering bespoke wealth management solutions to high‑net‑worth clients, covering financial, fiscal and succession planning.
Key responsibilities
- Develop and manage a portfolio of high‑potential private clients.
- Guide clients in structuring, growing, optimizing and transferring their wealth.
- Design and propose innovative, comprehensive wealth solutions.
- Provide personalized advice with a high level of confidentiality.
- Identify commercial opportunities and contribute to business growth.
- Collaborate closely with internal teams to ensure service quality.
Required profile
- University degree in finance, business, wealth management or a related field.
- 5 to 10 years of experience in private banking, wealth management or a family office.
- Strong client‑relationship skills and a premium service mindset.
- Entrepreneurial spirit, result‑orientation and ability to grow a portfolio.
- Rigorous, transparent and discreet professional conduct.
Required skills
- Deep knowledge of financial products and patrimonial solutions.
- Understanding of fiscal and legal issues related to wealth.
What we offer
- Access to continuous professional development and training.
- Opportunity to work in an inclusive, diverse and ethical environment.
- Career growth within a global leader in insurance and asset management.
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AXA Assurance Maroc
Méchouar de Casablanca
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