Description

Senior Wealth Executive – Cork – Wealth Management 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 - Cork 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—eg: 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 • Demonstrated business development skills and sales acumen • In-depth knowledge of financial products and 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 We are seeking an ambitious, motivated professional who can demonstrate: • 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 • Clear, confident communicator • 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. Diversity & Inclusion • Goodbody is committed to achieving gender balance in leadership and actively support women in advancing their careers. • Goodbody inclusive recruitment and career development practices. • We support flexible work practices that enable colleagues to balance professional ambition with life outside work. Benefits • 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. • 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.