Wealth Executive

About Goodbody

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 Exeutive, 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 highnet-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 include: 

• Deliver a financial planning‑led advice and portfolio oversight for HNW clients
• Ensure service offering is suitable for clients. Ensure 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, attending client meetings and initiating 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 
• A 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 and,
• QFA, CFP or hold the Registered Representative Examination/Certificate in Stockbroking 

Ideal Charateristics

We are seeking an ambitious, motivated professional who can demonstrate: 

• Demonstrates strong relationship management skills and the ability to develop trusted client partnerships over time
• A strong 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 
• An ability to balance exceptional client service with ambitious targets 
• A 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 a strong interest in the international investment environment 
• High degree of digital literacy, analytical ability and attention to detail 
•  Clear, confident communicator
• 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 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.

Benefits 

• 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.
• 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 balance 
• Opportunities to give back through sustainability initiatives, volunteering and on-site and online meetings with our charity partners

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. Should you have a reasonable accommodation request please include a note in your application or email us directly at hr@goodbody.ie

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.