Senior Wealth Executive

1 month ago

Galway, Ireland Allied Irish Bank Full time

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 exciting client facing opportunities for professionals looking to further develop their career in wealth management in our Galway and Cork offices. Join our teams responsible for identifying and targeting new market segments, delivering consistent investment, planning, and financial solutions that focus on the client.

 

Senior Wealth Executive Business Accountabilities include:

  • Responsible for management of the investment and planning needs of our clients.
  • A proven ability to take over management of an existing client book and grow it in a supported environment.
  • Build and foster key relationships with clients or our partners' in relation to client propositions and investment planning.
  • Develop long term client relationships against plan.
  • Proactively pursue leads and manage the cross-sell of Goodbody products and service.
  • Expert in making decisions and considering the broader and long-term goals and implication for the benefit of our clients and our business.
  • Organise, attend and participate in staff and client events both in person and online
  • Work closely with other teams to ensure that client accounts are managed in line with client's mandate, objectives, risk profile and timeline.
  • Engage with diverse client base with confidence and credibility ensuring suitability of products and portfolios.
  • Data driven analysis to inform decision making, development of new ideas for identifying potential opportunities and new customer segments.

 

Qualifications and Experience

  • A minimum of 7 years’ experience in Financial Services
  • Proven track record of client relationship management and investment portfolio management
  • 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
  • Self-starter with energy, ambition and a desire to progress in a dynamic environment and marketplace
  • Strong interpersonal, numerical, presentation, management and communication skills
  • The ability to gain the trust and confidence of both clients and colleagues
  • Curious to understand clients ambitions and seeks to improve the client experience
  • A proven track record in balancing exceptional client service with challenging targets
  • An exemplary team player capable of being highly self-motivated and independent self-starter who requires minimum

 

 

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.

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).

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.

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