Wealth Consultant, Galway

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

Wealth Consultant, Goodbody Private - Galway

About Goodbody

For more than 150 years, Goodbody has helped clients make informed financial decisions and move forward with confidence. Today, we are an intelligence-led capital, investment and wealth platform with global reach, connecting insight, expertise and opportunity to deliver exceptional outcomes for businesses, individuals and institutions.

With more than 400 employees across Dublin, London, Cork and Galway, we combine deep expertise with a collaborative culture that enables our people to grow and succeed. Guided by our values and recognised through multiple employer and workplace culture awards, we are committed to creating an inclusive environment where ambition is supported, development is encouraged and careers can flourish.

About the Role –Wealth Consultant, Goodbody Private

This is an exciting opportunity for a professional looking to further develop their career in wealth management and to join the team responsible for delivering a consistent investment, planning and lending service offering to AIB originated clients, using a relationship-based approach.

As a Wealth Consultant 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 that area and surrounding region. You will work closely with colleagues across Goodbody to deliver exceptional wealth management services tailored to client needs. You would also be required to attend our Team Meeting once a month in Dublin or as required.

You will report to the Head of Goodbody Private and play a pivotal role in driving scalable growth and delivering exceptional client outcomes. This is a permanent role.

Wealth Consultant Business Accountabilities include:

• A client facing executive responsible for the management of the investment and planning needs of AIB originated clients
• Responsible for building and fostering key relationships with AIB Private Banking relationship managers and staff on client propositions and investment and planning related matters
• Responsible for supporting the AIB relationship managers and AIB network with Goodbody originated content which will include organising, attending and participating in staff and client events both in person and online
• Responsible for interacting with AIB on lending related cases
• Work closely with the Goodbody Central Investment Team to ensure that client accounts are managed in line with client's mandate, objectives, risk profile and timeline
• Responsible for managing all aspects of the service and support of client related requests originating from AIB clients
• Responsible for delivering meeting packs, investment updates, attend client meetings and participate in annual client strategic reviews
• Responsible for assisting in the management of the client transition from AIB Private Banking to Goodbody, encompassing client communications, terms and conditions changes, renewal of information and model portfolio transition
• Responsible for supporting the delivery, education and marketing of Goodbody propositions within AIB and maintaining an excellent working knowledge of AIB Private Banking and Goodbody propositions
• Provide holistic, planning - led advice and portfolio oversight for HNW clients (typically €1m+), aligned to client goals and risk tolerance
• Cultivate and strengthen trusted relationships with clients and partners, acting as a key advisor in relation to client propositions and investment planning
• 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 investment markets

Professional & Academic Requirements

The successful candidate will hold relevant third - level and professional qualifications. The following are considered particularly suitable:

• QFA, CFP or hold the Registered Representative Examination/Certificate in Stockbroking

Ideal Characteristics

• 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 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
• Commitment to the highest ethical and professional standards in client work and internal collaboration

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.
• Competitive package with risk-adjusted incentives.
• Comprehensive benefits and professional development support, including access to leadership development programmes and education sponsorship.

Employee Value Proposition

Goodbody is focused on helping our employees thrive, and we do this by bringing to lifeour 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 [e-mail]

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.

Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland and Goodbody Stockbrokers UC is authorised and regulated in the United Kingdom by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a wholly owned subsidiary of Allied Irish Banks, p.l.c.