Wealth Executive

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.