Senior Asset Manager (M/F) -CDI

Your responsibilities

Reporting to the Deputy CEO Director of Sales, Property and Legal Affairs, you will be responsible for the following tasks:

- Develop and maintain legal and tax expertise on financial planning issues for UHNW clients, particularly on the French market, but also on the Monegasque and Belgian markets;

- Participate in the AXA Wealth Europe acceptance committee in order to analyze and validate files from a legal and patrimonial point of view;

- Analyze the legal and tax viability of wealth structuring solutions proposed by intermediary bankers ... ;

- Analyze the effectiveness of proposed new solutions and make suggestions in complex, non-standard situations;

- Liaise with external lawyers and advisors in the various markets;

- Participate in the preparation of legal documentation with the legal department;

- Actively participate in Axa Wealth Europe's marketing events and visibility (e.g. roundtables, newsletters, dedicated events, social networks, ACA meetings, etc.).

Your profile 

• You have a university degree in law with a specialization in civil law and/or estate tax law (life insurance). An additional qualification in international property and/or inheritance law is considered an advantage.
• You have at least 5 years' experience in a wealth management department of an insurance company, law firm or notary's office.
• You are familiar with the tax treatment of French wealth structuring solutions.
• A sound knowledge of French insurance regulations, private civil and international law, and the Luxembourg regulatory environment is required.
• You are detail-oriented and particularly rigorous.
• Your willingness to learn, your flexibility and your ability to work as part of a team are proven.
• You work to deadlines.
• You are able to prioritize tasks, be creative and discerning in your search for solutions.
• You have good organizational and communication skills (ability to communicate your expertise).
• You are capable of interacting at a high level of seniority involving autonomy.
• You are a native French speaker or perfectly bilingual in French. Fluent English is a plus, and knowledge of Flemish would be a great advantage.
• Knowledge of the Belgian market is also highly appreciated.

AXA Wealth Europe

Your working environment

A proud member of the AXA Group, an international insurance brand and world leader in financial services, AXA Wealth Europe is a life insurance company specializing in the distribution of top-of-the-range life insurance policies! Launched 7 years ago with a strong entrepreneurial spirit, the entity is developing on the French, Luxembourg, Monegasque and Belgian Wealth markets.

At AXA Wealth Europe, we're convinced that to take good care of our customers, we have to start by taking good care of our employees, who are our best ambassadors. That's why we pursue a committed HR policy that promotes diversity, preserves work-life balance and supports skills and career development through internal mobility. 

Whatever team you join within our organization, certain principles are intangible: a strong culture based on trust, respect and team spirit.

Your benefits

Would you like to put your energy and talent to work for our customers? Become part of our AXA WEALTH EUROPE family by joining : 

• A company that is very committed to the quality of life at work of its employees and that offers many employee benefits (telecommuting, flexible working hours, wellness and health programs, etc.) and that has retained its entrepreneurial mindset, which is reflected in Staff Days, After-works, city trips, etc.);
• A stimulating environment where continuous training enriches skills and develops employability;
• A socially responsible employer that supports social and environmental causes as an insurer, investor and company, notably through the AXA Hearts in Action association;
• A responsible company with a voluntary policy of recognizing and valuing individual differences in an inclusive work environment.
• A company on a human scale, embodying the expertise of the world leader in insurance

Interested?

Send your application directly to the Human Resources Department: jobs@axa.lu

In addition to the standard interviews where we meet to discuss your aspirations, during the recruitment process you'll be asked to provide a number of supporting documents, such as copies of any diplomas you may have and an extract from your criminal record.

Paper applications will not be processed.

Would you like more information about our company and products?

Would you like more information about our company and products?

Visit our websites www.axa.lu and www.axa-wealtheurope.lu