Director - Client Advisory, Dublin Pike

About Goodbody Goodbody is one of Ireland’s leading financial services firms, providing a full suite of wealth management, asset management, investment banking, and private equity services. For over 150 years, we have built a reputation for trusted advice, long‑term client relationships, and a culture grounded in collaboration, professionalism, and integrity.

With offices across Dublin, London, Cork and Galway we continue to invest in our people, expertise, and technology to deliver thoughtful, high‑quality outcomes for our clients while supporting sustainable growth across the business.

About The Role Goodbody is continuing to expand its Advisory capability and is seeking a Director to play a central role within our Client Advisory business. This position combines senior client advisory responsibility with leadership of a high‑performing advisory team, delivering a consistent, holistic, and planning‑led service to High‑Net‑Worth clients. It is a senior client advisory role with responsibility for client proposition excellence, team development, and advisory governance, working closely with stakeholders across theWealth Management business. The role reports to the Senior Director, Client Advisory.

Key Responsibilities Client Advisory Leadership&Delivery

Lead, manage, and develop a team of advisors responsible for delivering high‑quality, holistic advisory and wealth planning services to clients across all risk profiles and life stages.

Foster a culture of professionalism, collaboration, judgement, and continuous improvement within the Advisory team.

Ensure advice delivery is consistently aligned with client goals, risk profiles, mandates, timelines, and regulatory requirements.

Client Strategy&Holistic Wealth Planning

Oversee client discovery, planning, and review processes for HNW clients, ensuring an integrated approach across investment strategy, tax‑aware structuring, estate considerations, liquidity events, and intergenerational planning.

Work closely with internal specialists across tax, pensions, financial planning, and investment strategy to deliver cohesive, whole‑of‑client solutions.

Investment Alignment&Oversight

Partner with the Investment team to ensure client portfolios reflect each client’s broader wealth plan, long‑term objectives, and agreed risk profile.

Ensure all portfolio actions and advice are consistent with suitability, appropriateness, and governance standards.

Client Transitions&Proposition Development

Lead the team through client transitions to the appropriate advisory service or segment, ensuring a smooth, well‑communicated client experience.

Contribute actively to the design and ongoing evolution of Goodbody’s advisory proposition, drawing on client insights and international best practice.

Support the development of advisory content, events, and communications that clearly articulate Goodbody’s advisory value proposition.

Tax Awareness&Planning Coordination

Act as an internal point of expertise on Irish taxation of investments, including CAT considerations, Section 72/73 policies, and retirement relief.

Identify client cases requiring specialist tax or structuring input and coordinate effectively with internal experts or trusted external advisors.

Business Growth&Commercial Responsibility

Contribute to the sustainable growth of funds under management, revenue, and overall client engagement within the Advisory business.

Support responsible cross‑selling across Goodbody services, including discretionary management, financial planning, pensions, and alternative investments.

Build and maintain strong relationships with internal stakeholders and external centres of influence to support long‑term advisory growth.

Governance, Risk&Compliance

Uphold the highest standards of governance, suitability, and risk management across the Advisory team.

Ensure compliance with regulatory expectations, Goodbody policies, and internal control frameworks.

Maintain personal compliance with Fitness&Probity requirements and promote a strong risk culture within the team.

Qualifications And Experience

Minimum of 10 years’ experience in wealth management, private banking, or financial advisory.

Proven experience leading or developing high‑performing advisory or client‑facing teams.

Strong track record advising HNW clients and managing complex, multi‑dimensional client relationships.

CFP qualification required (or international equivalent).

QFA / SIA as minimum regulatory requirement.

Tax qualification (AITI CTA or Diploma in Tax for Financial Planning) is highly advantageous.

Deep understanding of financial markets, planning frameworks, and the Irish regulatory environment.

Ideal Candidate Profile We Are Seeking a Client‑Centric Advisor Who Demonstrates

Client‑centric focus: Capable of delivering exceptional service and building deep client trust.

Strategic thinker: Ability to integrate investment management, planning, and tax‑aware structuring into clear, actionable client strategies.

Exceptional communicator: Able to explain complex wealth, tax, or regulatory matters in simple and compelling ways.

Commercially astute: Balances excellent client service with an ability to identify opportunities that grow the business responsibly.

Collaborative&influential: Works effectively with specialists across the business and external advisors.

High integrity: Demonstrates professionalism, sound judgement, and a long‑term relationship mindset.

Diversity&Inclusion Goodbody is committed to achieving gender balance in leadership and actively supports women in advancing their careers within financial services. We encourage applications from candidates with diverse backgrounds, experiences, and perspectives.

We offer a hybrid working model designed to support performance, flexibility, and work‑life balance, and embed inclusive recruitment and development practices across every stage of the employee lifecycle.

Benefits

Competitive remuneration package with risk‑adjusted incentives.

Comprehensive benefits including a generous pension scheme, health insurance, and professional education support.

Hybrid working model to promote balance and flexibility.

Access to leadership development programmes and career progression opportunities.

Employee Value Proposition Goodbody is focused on helping our employees thrive. Our firm’s purpose is to create long‑term prosperity, and we cannot execute on our purpose without the right talent. 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 the recruitment process.

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