Senior 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’re 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 role

We have an exciting client facing opportunity for professionals looking to further develop their career in Wealth Management in our Galway office. As a Senior Wealth Executive, you will play a pivotal role in managing client portfolios, joining our teams responsible for identifying and targeting new market segments, providing strategic investment, planning and financial solutions advice, and delivering exceptional wealth management services tailored to our client’s needs.

Senior Wealth Executive Business Accountabilities include:

• Take ownership of the full spectrum of investment and planning needs for clients, ensuring the development and implementation of tailored wealth strategies.
• Manage and expand an existing client book within a supportive and collaborative environment, leveraging internal resources to maximise opportunities for portfolio enhancement and growth.
• Cultivate and strengthen trusted relationships with clients and partners, acting as a key advisor in relation to client propositions and investment planning.
• Develop long term client relationships against plan.
• Actively pursue new leads and take a proactive role in identifying opportunities for cross-selling Goodbody’s diverse range of products and services.
• Lead in making informed, long-term investment decisions that consider both client needs and broader business objectives, ensuring the sustainability and success of client portfolios and the business as a whole.
• Organise, attend and participate in staff and client events both in person and online
• Collaborate across teams and disciplines to deliver holistic, client-centric wealth strategies that align with investment mandates, risk tolerance and long-term financial planning objectives of our clients.
• Engage confidently with a diverse client base, ensuring an inclusive approach that prioritises the suitability of products and portfolios.
• Leverage data-driven insights and market intelligence to identify emerging trends, innovate client offerings and expand into new customer segments with a forward-thinking approach.

Qualifications and Experience

• A minimum of 7 years’ experience in Financial Services
• Proven track record of client relationship management and a good knowledge of financial products and the investment markets
• Must be QFA, CFP or Registered Representative Examination/Certificate in Stockbroking
• A Masters/Primary degree or relevant professional qualifications

Ideal Characteristics

• Knowledge of and a strong interest in the international investment environment
• Adaptable and resilient, thriving in dynamic environments and through evolving client needs.
• Proactive self-starter with ambition, energy and a drive to succeed in a fast-moving market
• Strong analytical, communication, numerical and leadership skills, with the ability to present and influence effectively
• The ability to gain the trust and confidence of both clients and colleagues
• Curious and client focused, driven to understand clients’ ambitions and enhance client experience
• Proven ability to balance exceptional client service with ambitious targets
• A collaborative team player, highly self-motivated and committed to shared success

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