Senior Wealth Executive - Galway

Senior Wealth Executive - Galway - Wealth Management

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 - Galway

We have an exciting client facing opportunity for professionals looking to further develop their career in Wealth Management, focusing on the West. As a Senior Wealth Executive based in Galway, you will play a pivotal role in managing and growing relationships with high net worth clients and driving new business development in the West region. You will work closely with colleagues across Goodbody to deliver exceptional wealth management services tailored to client needs. You will report to the Director, Wealth Management Galway and play a pivotal role in driving scalable growth and delivering exceptional client outcomes. This is a permanent role.

Senior Wealth Executive Business Accountabilities include:

• Lead holistic, planning led advice and portfolio oversight for HNW clients (typically €1m+), aligned to client goals and risk tolerance
• Take over and grow an inherited book as part of a planned succession, ensuring continuity of service and revenue
• Build and convert a high quality regional pipeline through referrals, events and introducer relationships (professional services, entrepreneurs, family businesses)
• Coordinate seamlessly across Goodbody teams-e.g., work closely with colleagues serving sub €1m clients to ensure the right service model and appropriate cross referrals, maximising overall client outcomes
• Apply regional sector insight-develop working knowledge of sectors most relevant locally (e.g., Aviation, Technology, MedTech, Pharma, Property and Hospitality) to originate business opportunities
• Cultivate and strengthen trusted relationships with clients and partners, acting as a key advisor in relation to client propositions and investment planning
• Represent Goodbody in the region-organise and attend client and community events (in person and online)
• Engage confidently with a diverse client base, ensuring an inclusive approach that prioritises the suitability of products and portfolios
• Grow safely and sustainably-consistently meet business development targets while upholding suitability, CPC conduct, and internal risk/compliance expectations

Qualifications & Experience

• A minimum of 8 years' experience in Financial Services
• Proven track record in wealth management and managing high net worth client relationships
• A proven track record in the delivery of demanding business development targets in a safe, well assured and compliant way, where client interests are always prioritised
• Excellent communication and relationship building skills

Professional & Academic Requirements

The successful candidate will hold relevant third level and professional qualifications. The following are considered particularly suitable:

• QFA, CFP or hold the Registered Representative Examination/Certificate in Stockbroking

Ideal Characteristics

• A strong pre existing network of clients and contacts would be a distinct advantage
• As local visibility will be a key determinant of success, the successful candidate will need to be based in or near Galway
• Knowledge of and a strong interest in the international investment environment
• Adaptable and resilient, thriving in dynamic environments and through evolving client needs
• 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
• Ability to build and manage a network, generate opportunities and engage confidently with professional advisers and introducers
• High levels 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 these criteria and are excited about the role, we encourage you to apply.

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 .

Benefits

• 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.