Senior Wealth Executive - Dublin
Posted 2 hours 54 minutes ago by Allied Irish Banks
We have an exciting client facing opportunity for professionals looking to further develop their career in Wealth Management in our Dublin office. As a Senior Wealth Executive, you will play a pivotal role in managing client portfolios, joining our teams responsible for identifying and targeting new market segments, providing strategic investment, planning and financial solutions advice, and delivering exceptional wealth management services tailored to our client's needs. This is a permanent role.
Senior Wealth Executive Business Accountabilities- Take ownership of the full spectrum of investment and planning needs for clients, ensuring the development and implementation of tailored wealth strategies.
- Actively pursue new leads and take a proactive role in identifying opportunities for cross selling Goodbody's diverse range of products and services.
- Manage and expand an existing client book within a supportive and collaborative environment, leveraging internal resources to maximise opportunities for portfolio enhancement and growth.
- Cultivate and strengthen trusted relationships with clients and partners, acting as a key advisor in relation to client propositions and investment planning.
- Develop long term client relationships against plan.
- Lead in making informed, long term investment decisions that consider both client needs and broader business objectives, ensuring the sustainability and success of client portfolios and the business as a whole.
- Organise, attend and participate in staff and client events both in person and online.
- Collaborate across teams and disciplines to deliver holistic, client centric wealth strategies that align with investment mandates, risk tolerance and long term financial planning objectives of our clients.
- Engage confidently with a diverse client base, ensuring an inclusive approach that prioritises the suitability of products and portfolios.
- Leverage data driven insights and market intelligence to identify emerging trends, innovate client offerings and expand into new customer segments with a forward thinking approach.
- A minimum of 5 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 investment markets.
- Business, financial or investment related third level qualification.
- QFA, CFP or hold the Registered Representative Examination/Certificate in Stockbroking.
- A strong pre existing network of clients and contacts would be a distinct advantage.
- 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.
- Goodbody is committed to achieving gender balance in leadership and actively supports 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.
- Competitive package with risk adjusted incentives.
- Comprehensive benefits and professional development support, including access to leadership development programs and education sponsorship.
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 .
Appointment to this role is subject to the candidate's eligibility to work in Ireland.