Senior Wealth Advisor – Galway Growth Lead

Goodbody; Galway; On-site; EUR 85,000 - 120,000; Full time

Job summary

Goodbody, a leading Irish financial services firm, seeks a Senior Wealth Executive in Galway to manage and expand relationships with high-net-worth clients and drive new business in the West region.

You will work with colleagues across Wealth Management Galway to deliver tailored wealth services, reporting to the Director, Wealth Management Galway. This is a permanent role based in Galway.

Qualifications

• Minimum of 8 years' experience in financial services.
• Proven track record in wealth management and managing high-net-worth relationships.
• Proven ability to deliver demanding business targets in a compliant manner.
• Excellent communication and relationship-building skills.

Responsibilities

• Lead holistic, planning-led advice and portfolio oversight for HNW clients (typically €1m+).
• Grow an inherited book as part of planned succession, ensuring continuity of service and revenue.
• Build and convert a regional pipeline through referrals, events and introducer relationships.
• Coordinate with Goodbody teams to ensure optimal service and cross-referrals.
• Develop regional sector knowledge to originate business opportunities.
• Strengthen trusted relationships and advise on client propositions and investment planning.
• Represent Goodbody in the region through client and community events (in-person and online).
• Engage diverse client bases with an inclusive approach, prioritising suitability.
• Meet business development targets while upholding CPC conduct and risk/compliance standards.

Skills

Relationship management

Business development

Communication skills

Financial analysis

Client service

Education

Bachelor's degree in finance or related field

QFA or CFP or equivalent certification

Job description

Goodbody, a leading Irish financial services firm, seeks a Senior Wealth Executive in Galway to manage and expand relationships with high-net-worth clients and drive new business in the West region.

You will work with colleagues across Wealth Management Galway to deliver tailored wealth services, reporting to the Director, Wealth Management Galway. This is a permanent role based in Galway.