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    Wealth Management
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    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
    "It has provided a great deal of insight into the daily tasks which I would be carrying out day-to-day as a wealth manager. I feel far more confident about what the role entails, and I am eager to carry on my research and apply for roles in wealth management."-- Student from City, University of London
    "The program taught me the importance of time management and allocating it effectively between current, prospective ad potential clients."-- Student from Tshwane University of Technology
    "The exercises were straightforward to understand and made me think critically. Task 1 was good for reviewing the individual risk profile and preferences for each client. Task 2 focused on the underrated but important skill of prospecting after initially networking. Task 3 was good for expanding my overall knowledge on investment and asset allocat..."-- Student from University of Leeds
    "Great opportunity to get understanding of day to day tasks of the team. Having a chance to compare answers with the company answers and comment on them help to evaluate your work and improve on it."-- Student from University College Dublin
    "The internship program's structure and organization were exemplary. The carefully curated learning modules, coupled with hands-on assignments and real-world projects, provided me with a comprehensive understanding of the wealth management industry. I was particularly impressed by how seamlessly the virtual format was integrated."-- Student from IIS University
    Not the right career for you?
    Wealth Management

    Why complete our 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 Gathering
    Professional Communication
    Financial Basics
    Critical Thinking
    Communication
    Prospecting
    Networking
    Sales
    Asset Allocation
    Applied Theory

    How it works

    Complete tasks guided by pre-recorded videos and example answers from our team at Goodbody. No live sessions, all self-paced.
    Earn a certificate and add it to your resume and LinkedIn as an extra curricular activity.
    Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.
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    Wealth Management

    Work with our team to prospect and manage clients.

    Banking & Financial Services Free 750+ 5 Star Reviews

    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.