Galway HNW Wealth Advisor

Allied Irish Banks; Galway; On-site; EUR 90,000 - 130,000; Full time

Job summary

Goodbody Private in Galway is seeking a Wealth Consultant to join the Private Banking team, delivering investment, planning and lending services to AIB originated clients.

You will manage high-net-worth relationships, grow new business in Galway and surrounding region, and work with Goodbody colleagues to tailor wealth management solutions. You will report to the Head of Goodbody Private; this is a permanent, full-time role.

Qualifications

• 8+ years’ experience in Financial Services.
• Proven track record in wealth management and managing high-net-worth client relationships.
• Proven track record in delivering demanding business development targets in a compliant way.
• Excellent communication and relationship-building skills.
• Demonstrated sales acumen and knowledge of financial products and investment markets.

Responsibilities

• Manage the investment and planning needs of AIB originated clients.
• Build and foster relationships with AIB Private Banking staff and client propositions.
• Support AIB relationship managers with Goodbody content, events and client engagements.
• Interact with AIB on lending related cases.
• Coordinate with the Goodbody Central Investment Team to align client accounts with mandates and risk profile.
• Deliver meeting packs, investment updates and participate in client meetings and reviews.
• Assist in managing client transitions from AIB Private Banking to Goodbody.
• Promote Goodbody propositions within AIB and maintain knowledge of AIB Private Banking.
• Provide holistic, planning-led advice for high-net-worth clients (€1m+).
• Cultivate trusted relationships with clients and partners and grow business sustainably.

Skills

Wealth management

Relationship management

Business development

Communication skills

Financial markets knowledge

Education

QFA or CFP

Job description

Goodbody Private in Galway is seeking a Wealth Consultant to join the Private Banking team, delivering investment, planning and lending services to AIB originated clients.

You will manage high-net-worth relationships, grow new business in Galway and surrounding region, and work with Goodbody colleagues to tailor wealth management solutions. You will report to the Head of Goodbody Private; this is a permanent, full-time role.