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.

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Reviews

Over 750

5 Star Reviews

"Great program to learn the different angles of client situations, their needs and how Goodbody manages all those issues in most effective manner."-- Student from Dayalbagh Educational Institute

"It gave me an insight into a career in wealth management which is the career path I want to go down after college!"-- Student from National College of Ireland

"I enjoyed the interactive tasks that allowed me to get a hands-on, realistic experience of Wealth Management and work!"-- Student from CUNY Baruch College

"I recently participated in Goodybody's job simulation on the Forage platform, and it was incredibly useful to understand what it might be like to participate on a Wealth Management team at Goodbody. I worked on a project to prospect new clients and manage existing ones. I practiced critical thinking and built my communication and prospecting skills..."-- Student from Year Up

"The program is great .particularly the first and the second task it felt like I was a wealth manager"-- Student from Trinity College Dublin