Goodbody 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, collaborative 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 Wealth Executive, Goodbody Wealth Management
We have an exciting client-facing opportunity for high performing professionals looking to further develop their career in Wealth Management.
As a Wealth Executive based in Dublin, you will play a key role in managing and growing relationships with high-net-worth clients and driving new business development.
You will work in close collaboration with Senior Wealth Executives and a wider team of internal specialists within Goodbody to deliver exceptional wealth management services.
This role is designed for ambitious, high-performing individuals who can progress quickly as they demonstrate the capability, judgement and consistency required for the next level.
Clear and structured progression opportunities are a core part of this role, with support from senior colleagues and leadership to enable career progression.
We would expect strong candidates to build momentum quickly in the role.
You will report to the Senior Director, Wealth Management.
This is a permanent, client-facing role in which you will help drive scalable growth while delivering exceptional client outcomes.
Wealth Executive Business Accountabilities
Deliver financial planning-led advice and portfolio oversight for HNW clients
Ensure service offering is suitable for clients and that client accounts are managed in line with client's mandate, objectives and risk profile
Cultivate and strengthen trusted relationships with a diverse client base and business partners
Build and maintain trusted relationships through consistent, high-quality interactions
Provide compliant advice in accordance with CPC and MiFID II standards
Conduct suitability and vulnerability assessments for new clients
Deliver meeting packs, investment updates, attend client meetings and initiate annual client reviews
Ensure robust record-keeping, complaint management, and adherence to training requirements
Contribute to and increasingly lead growth initiatives to deliver ambitious revenue and asset targets, supported by a collaborative team environment and strong internal platform
Contribute to new business origination through referrals, professional networks, and digital campaigns
Represent Goodbody at client events and staff events
Contribute to product innovation and commercial offering evolution
Qualifications and Experience
A minimum of 5 years' experience in Financial Services with experience in wealth management and regulated advice
Proven track record in wealth management and managing high-net-worth client relationships
Proven ability to meet demanding business development targets in a safe, well-assured and compliant way, where client interests are always prioritised
Excellent communication and relationship-building skills
Demonstrated business development skills and sales acumen
In-depth knowledge of financial products and investment markets
Professional & Academic Requirements
The successful candidate will hold relevant third-level and professional qualifications.
The following are considered particularly suitable:
Business, financial or investment-related third-level qualification
QFA, CFP or hold the Registered Representative Examination/Certificate in Stockbroking
Ideal Characteristics
Strong relationship management skills and the ability to develop trusted client partnerships over time
Pre-existing network of clients and contacts would be a distinct advantage
Adaptable and resilient, thriving in dynamic environments and through evolving client needs
Curious and client-focused, driven to understand clients' ambitions and enhance client experience
Ability to balance exceptional client service with ambitious targets
Collaborative team player, highly self-motivated and committed to shared success
Ability to build and manage a network, generate opportunities and engage confidently with professional advisers and introducers
Knowledge of and strong interest in the international investment environment
High degree of digital literacy, analytical ability and attention to detail
Commitment to the highest ethical and professional standards in client work and internal collaboration
If you meet most of the above criteria and are excited about the role, we encourage you to apply
Diversity & Inclusion
Goodbody is committed to achieving gender balance in leadership and actively supports women in advancing their careers
Hybrid work model designed to empower performance and work-life balance
Inclusive recruitment and career development practices
Competitive package with risk-adjusted incentives
Comprehensive benefits and professional development support, including access to leadership development programs and education sponsorship
Employee Value Proposition
Goodbody 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 offering:
Regular 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
Benefits package that includes a generous pension scheme, educational sponsorship and health insurance, along with a hybrid working model to promote better work-life balance
Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners
Equal Opportunities
Goodbody 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.
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