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Responsable Gestion Patrimoniale – Family Office

AXA Assurance Maroc · Méchouar de Casablanca

Senior 🇫🇷 Français

Job description

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.

Questions fréquentes

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Published 1 month ago

Expires 3 weeks from now

61 views · 0 interested

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AXA Assurance Maroc

Méchouar de Casablanca