Goodbody Wealth Management

Get Career Ready

Complete work that simulates life on the job. 5-6 hours and self-paced.

Stand out in your application to Goodbody. Show us you're a motivated candidate.

Get Career Ready

Complete work that simulates life on the job. 5-6 hours and self-paced.

Stand out in your application to Goodbody. Show us you're a motivated candidate.

Why complete this job simulation

A risk-free way to experience work on the job with us at Goodbody. Practice your skills with example tasks and build your confidence to ace your applications.

Self-paced5-6 hoursNo gradesNo assessments

Building trusted relationships and knowing your client is one of the things that makes a good wealth manager. It’s also critical to offer the right investment advice at the right time that takes into account a client’s circumstances. Growing and refining these skills are key to becoming a trusted advisor for the long-term. The modules in this course focus on understanding core wealth management skills like communication, organisation and technical knowledge, and how they must be paired with soft skills to help clients grow and protect their wealth as well as meet their key financial goals.

Skills you will learn and practice:

Data Collection

Professional Communication

Financial Literacy

Critical Thinking

Communication

Sales Prospecting

Professional Networking

Sales

Portfolio Management

Applied Learning

How it works

Introduction from Goodbody

Tasks in this program

Task One: Assessing Client Suitability

1-2 hours

Address and understand a prospect’s personal circumstances and objectives to decide if they would be a suitable wealth management client for Goodbody.

What you'll learn

The importance of client suitability in wealth management.
How to gather client information and conduct due diligence.
How to recommend appropriate wealth management solutions.

What you'll do

Assess three prospects for wealth management suitability.
Apply knowledge to make informed recommendations.
Review client profiles and propose suitable solutions.

Reviews

Over 750

5 Star Reviews

"Sources that allowed me to learn the background for all the tasks/the job included with clearly presented information meant that with 0 background in finance I could complete all the tasks to a high standard."-- Student from University College London, University of London

"I enjoyed the short videos which allowed me hear from Goodbody employees and listen to their explanations of the different types of work they engage in."-- Student from University College Cork

"Provides an excellent insight into the typical tasks an employee completes from day to day in the wealth management department of Goodbody. The practicality of the program is great offers applicants the chance to see what is expected of them if they were to go into a role like this."-- Student from Galway Mayo Institute of Technology

"What I liked about this program is that it allows us to be more practical and teaches us how finance work environment is like."-- Student from Tshwane University of Technology

"The fact that it was challenging yet educational. I learnt a lot about how clients should be treated in order to get myself referrals."-- Student from Tshwane University of Technology

Not the right career for you?