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Senior wealth executive

Goodbody
Posted: 24 January
Offer description

About GoodbodyGoodbody is a leading financial services firm, committed to serving and growing client relationships for 150 years. We are a full service, investment-led business offering wealth management, asset management, investment banking and private equity services. Our staff of over 400 work in offices across Dublin, London, Cork and Galway. We are proud to offer prospective employees a professional, collegial work environment that encourages diversity of thought and background. Our reputation in the Irish market for putting customers first is as consistent as the company's long-standing commitment to giving back to the communities that we work in.About The Senior Wealth Executive – Team Leader RoleWe have an exciting leadership opportunity for an experienced Wealth Manager ready to shape the future of Ireland's fastest-growing wealth segment. AsSenior Wealth Executive – Team Leader, you will lead a high-performing team withinGoodbody Personal, our dedicate Wealth Management team focused on emerging wealth and mass affluent clients. This is a permanent, client-facing role combining leadership, strategic growth, and governance accountability.You will report directly to the Head of Goodbody Personal and play a pivotal role in driving scalable growth, leveraging digital innovation, and delivering exceptional client outcomes.About The Senior Executive RoleLeadership & Team DevelopmentPlay a pivotal role in the Goodbody Personal leadership team, shaping the strategic direction of the team, driving initiatives that enhance team performance and client outcomesManage and mentor a team of 6–8 Senior Wealth Executives and Wealth ExecutivesLead performance through coaching, mentoring, performance appraisal and supporting individual development plansFoster an inclusive, collaborative team culture aligned with diversity goalsCommercial GrowthDeliver a financial planning led offering that focuses on building long-term client relationshipsManage and develop client book of 100–150 clientsDevelop and execute growth strategies to deliver ambitious revenue and asset targets.Originate new business through referrals, strategic partnerships, and digital campaigns.Contribute to product innovation and commercial offering evolution.Regulated Advice & GovernanceProvide compliant advice in accordance with CPC and MiFID II standardsEnsure robust record-keeping, complaint management, and adherence to trainingWork closely with 1LOD and 2LOD Risk and Compliance teams to identify, assess, and manage regulatory and operational risks within the teamStrategic EnablementL ead your team through a cutting-edge digital transformation program, leveraging data-driven insights to redefine client engagement.Champion innovation and scalable solutions to enhance client experience.Qualifications And ExperienceA minimum of 10 years' experience in Financial Services with a proven track record in wealth management and regulated advice.Excellent communication and relationship-building skills.Demonstrated business development skills and sales acumenIn-depth knowledge of financial products and investment marketsQFA, CFP or hold the Registered Representative Examination/Certificate in StockbrokingIf you meet most of these criteria and are excited about the role, we encourage you to apply.Ideal CharacteristicsAmbitious leader who thrives on building new markets and inspiring teams.Adaptable and resilient, thriving in dynamic environments and through evolving client needsClient-focused, committed to delivering exceptional outcomes and building lasting trust and confidenceProven ability to balance exceptional client service with ambitious targetsStrong analytical, numerical and communication skills, with the ability to present and influence effectivelyCollaborative team player, committed to shared successA well-established network of clients and contacts is a distinct advantage.Diversity & InclusionGoodbody is committed to achieving gender balance in leadership and actively support women in advancing their careers .Enjoy flexibility with our hybrid work model—designed to empower performance and work-life balance.Inclusive recruitment and career development practices.BenefitsCompetitive package with risk-adjusted incentives.Comprehensive benefits and professional development support, including access to leadership development programs and education sponsorship.Employee Value PropositionGoodbody Is Focused On Helping Our Employees Thrive, And We Do This By Bringing To Life Our Employee Value Proposition (EVP) 'Together We Prosper'. Our Firm's Purpose Is To Create Long-term Prosperity, And We Cannot Execute On Our Purpose Without The Right Talent At Goodbody. To Make Sure We Attract And Retain Industry-leading, Passionate And Inspiring Talent, We've Built a Vibrant Culture Based On Inclusion, Opportunities To Grow And a Commitment To 'do The Right Thing', One Of Our Core Values. We Live This By OfferingRegular employee events through our universal inclusion programme fostering a sense of belonging and celebrating differences. And an 'always on' approach to social, financial, mental and physical wellbeing.A benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work/life balanceOpportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partnersGoodbody is an equal opportunities employer and is committed to fostering an inclusive workplace which values and benefits from the diversity of our workforce. Reasonable accommodations are offered at every stage of our recruitment process. Should you have a reasonable accommodation request please include a note in your application or email us directly at Please read the Goodbody Recruitment Privacy Notice. By submitting your personal data to us, you acknowledge that you have read and understood this Privacy Notice and agree to the use of your personal data in line with this. We will only use the information that we collect about you lawfully in accordance with the Data Protection Acts, 1988 and 2003 and the EU General Data Protection Regulation (GDPR).Appointment to this role is subject to the candidate's eligibility to work in Ireland. Where agency assistance is required, our Recruitment Team will engage directly with suppliers. Unsolicited CVs / profiles supplied to Goodbody by recruitment agencies will not be accepted for this role. Goodbody operates a direct sourcing model and where agency assistance is required, the HR team will engage directly with our recruitment partners.Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the group of companies headed by AIB Group plc.For AIB Employees: Please note there are specific controls in place for transfers between AIB and Goodbody. Goodbody is part of AIB Group and you must inform your AIB line manager and HR BP in advance of making an application to Goodbody.

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