Director - Client Advisory

About Goodbody
Goodbody is one of Ireland’s leading financial services firms, providing a full suite of wealth management, asset management, investment banking, and private equity services. For over 150 years, we have built a reputation for trusted advice, long‑term client relationships, and a culture grounded in collaboration, professionalism, and integrity.

With offices across Dublin, London, Cork and Galway, we continue to invest in our people, expertise, and technology to deliver thoughtful, high‑quality outcomes for our clients while supporting sustainable growth across the business.

About the role 
Goodbody is continuing to expand its Advisory capability and is seeking a Director to play a central role within our Client Advisory business. This position combines senior client advisory responsibility with leadership of a high‑performing advisory team, delivering a consistent, holistic, and planning‑led service to High‑Net‑Worth (HNW) clients.

The role is pivotal to the continued evolution of Goodbody’s advisory model—from traditional portfolio management toward a more integrated wealth architecture approach that connects investment management, financial planning, tax‑aware structuring, and long‑term family considerations into a seamless client experience.This is a senior client advisory role with responsibility for client proposition excellence, team development, and advisory governance, working closely with stakeholders across the Wealth Management business. The role reports to the Senior Director, Client Advisory.

Key Responsibilities

Client Advisory Leadership & Delivery
• Lead, manage, and develop a team of advisors responsible for delivering high‑quality, holistic advisory and wealth planning services to clients across all risk profiles and life stages.
• Foster a culture of professionalism, collaboration, judgement, and continuous improvement within the Advisory team
• Ensure advice delivery is consistently aligned with client goals, risk profiles, mandates, timelines, and regulatory requirements

Client Strategy & Holistic Wealth Planning
• Oversee client discovery, planning, and review processes for HNW clients, ensuring an integrated approach across investment strategy, tax‑aware structuring, estate considerations, liquidity events, and intergenerational planning
• Work closely with internal specialists across tax, pensions, financial planning, and investment strategy to deliver cohesive, whole‑of‑client solutions
Investment Alignment & Oversight
• Partner with the Investment team to ensure client portfolios reflect each client’s broader wealth plan, long‑term objectives, and agreed risk profile
• Ensure all portfolio actions and advice are consistent with suitability, appropriateness, and governance standards

Client Transitions & Proposition Development
• Lead the team through client transitions to the appropriate advisory service or segment, ensuring a smooth, well‑communicated client experience
• Contribute actively to the design and ongoing evolution of Goodbody’s advisory proposition, drawing on client insights and international best practice
• Support the development of advisory content, events, and communications that clearly articulate Goodbody’s advisory value proposition

Tax Awareness & Planning Coordination
• Act as an internal point of expertise on Irish taxation of investments, including CAT considerations, Section 72/73 policies, and retirement relief
• Identify client cases requiring specialist tax or structuring input and coordinate effectively with internal experts or trusted external advisors

Business Growth & Commercial Responsibility
• Contribute to the sustainable growth of funds under management, revenue, and overall client engagement within the Advisory business
• Support responsible cross‑selling across Goodbody services, including discretionary management, financial planning, pensions, and alternative investments
• Build and maintain strong relationships with internal stakeholders and external centres of influence to support long‑term advisory growth
Governance, Risk & Compliance
• Uphold the highest standards of governance, suitability, and risk management across the Advisory team
• Ensure compliance with regulatory expectations, Goodbody policies, and internal control frameworks
• Maintain personal compliance with Fitness & Probity requirements and promote a strong risk culture within the team

Qualifications and Experience
• Minimum of 10 years’ experience in wealth management, private banking, or financial advisory
• Proven experience leading or developing high‑performing advisory or client‑facing teams
• Strong track record advising HNW clients and managing complex, multi‑dimensional client relationships
• CFP® qualification required (or international equivalent)
• QFA / SIA as minimum regulatory requirement
• Tax qualification (AITI CTA or Diploma in Tax for Financial Planning) is highly advantageous
• Deep understanding of financial markets, planning frameworks, and the Irish regulatory environment

Ideal Candidate Profile

We are seeking a Client Centric Advisor who demonstrates:

• Client Centric focus: Capable of delivering exceptional service and build deep client trust.
• Strategic Thinker: Ability to integrate investment management, planning, and tax aware structuring into clear, actionable client strategies.
• Exceptional Communicator: Able to explain complex wealth, tax, or regulatory matters in simple and compelling ways.
• Commercially Astute: Balances excellent client service with an ability to identify opportunities that grow the business responsibly.
• Collaborative & Influential: Works effectively with specialists across the business and external advisors.
• High Integrity: Demonstrates professionalism, sound judgment, and a long-term relationship mindset.

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 within financial services. We encourage applications from candidates with diverse backgrounds, experiences, and perspectives.

We offer a hybrid working model designed to support performance, flexibility, and work‑life balance, and embed inclusive recruitment and development practices across every stage of the employee lifecycle.

Benefits
• Competitive remuneration package with risk‑adjusted incentives
• Comprehensive benefits including a generous pension scheme, health insurance, and professional education support
• Hybrid working model to promote balance and flexibility
• Access to leadership development programmes and career progression opportunities

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.