At a Glance
- Tasks: Build relationships with potential clients and represent Y TREE at events.
- Company: Join a fast-growing wealthtech advisory platform transforming wealth management.
- Benefits: Competitive pay, 25 days leave, private healthcare, and gym discounts.
- Other info: Hybrid role with opportunities for personal and professional growth.
- Why this job: Make an impact in wealth management while expanding your professional network.
- Qualifications: Proven track record in wealth management and strong networking skills.
The predicted salary is between 60000 - 80000 € per year.
Y TREE is a fast-growing wealthtech advisory platform that is transforming people’s experience with wealth management. In an industry shaped by complexity and misaligned incentives, Y TREE uses data, technology and institutional grade advice to bring transparency, evidence and accountability to every decision. We have created a new category of service that starts with life goals then makes wealth visible and measurable across performance, risk and costs - helping clients make confident decisions to achieve their aspirations. Y TREE is trusted as the adviser to a growing group of high-net-worth leaders from business, law, private equity, accounting, corporate finance, consulting, and sport.
We are seeking a senior, polished, and exceptionally well-networked individual to help build our profile and connections, such that we can add to our client base in a targeted fashion. The successful candidate is likely to have a significant track record in wealth management, and will be energetic, proactive, organised, commercially adroit, and have a passion for, and proven ability, to build trusted peer-to-peer relationships with clients and other high-value individuals. The person who joins us will have demonstrated an ability to work constructively in a small and entrepreneurial team within a high-performing organisation.
This is an almost exclusively externally focused role with the principal objective to identify prospective clients, to qualify them, to build relationships with them, and introduce them to Y TREE’s client advisers. The Senior Network Executive will also represent Y TREE at events, forums, and other professional networks. The Senior Network Executive will not have responsibility for advising clients, but will collaborate with the client advisers and other teams to deliver a joined-up approach to business development and a smooth client experience.
Y TREE pays competitively, and offers 25 days of paid leave each year. Subject to passing probation, we offer private healthcare, a 3% pension contribution and discounted gym membership, among other benefits. This is a hybrid role, but a majority of the week is expected to be spent in Y TREE’s office on Shaftesbury Avenue, London W1D.
Our mission at Y TREE is to build diversity in our teams; diversity of thought, culture, backgrounds and perspectives. Please come as you are and let us know if there are any reasonable adjustments we can make to support you in your application process. Additionally, if you don't feel you meet 100% of the requirements please apply anyway if you feel you can demonstrate your suitability to the role. Please note, that sponsorship is not available for this role.
Senior Network Executive in London employer: Y TREE
Y TREE is an exceptional employer that champions a dynamic and inclusive work culture, offering competitive compensation and a comprehensive benefits package, including private healthcare and a generous pension contribution. Located in the vibrant heart of London, our team thrives in a collaborative environment where personal growth and professional development are prioritised, making it an ideal place for those passionate about wealth management and building meaningful client relationships.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Network Executive in London
✨Network Like a Pro
Get out there and start networking! Attend industry events, forums, and meet-ups where you can connect with potential clients and other professionals. Remember, building relationships is key in wealth management, so don’t be shy!
✨Show Off Your Expertise
When you meet new contacts, share your insights and experiences in wealth management. This not only showcases your knowledge but also builds trust. People are more likely to connect with someone who knows their stuff!
✨Follow Up and Stay Engaged
After meeting someone, drop them a quick email or message to keep the conversation going. Staying engaged shows that you’re genuinely interested in building a relationship, which can lead to future opportunities.
✨Apply Through Our Website
If you think you’ve got what it takes to be our next Senior Network Executive, don’t hesitate! Apply through our website to ensure your application gets the attention it deserves. We can’t wait to see what you bring to the table!
We think you need these skills to ace Senior Network Executive in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Senior Network Executive role. Highlight your background in wealth management and any relevant achievements that showcase your ability to build relationships.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how your network can benefit Y TREE. Be genuine and let your personality come through.
Showcase Your Network:Since this role is all about building connections, don’t shy away from mentioning your existing network. Share examples of how you've successfully leveraged relationships in the past to achieve results.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your enthusiasm for joining our team!
How to prepare for a job interview at Y TREE
✨Know Your Wealth Management Stuff
Make sure you brush up on the latest trends and challenges in wealth management. Y TREE is all about transparency and accountability, so be ready to discuss how you can contribute to that mission with your expertise.
✨Network Like a Pro
Since this role is all about building relationships, think of examples from your past where you've successfully networked or built connections. Be prepared to share how you can leverage your existing network to bring in new clients for Y TREE.
✨Show Your Team Spirit
Y TREE values collaboration, so highlight your experience working in small, entrepreneurial teams. Share stories that demonstrate your ability to work constructively with others, especially in high-pressure situations.
✨Be Ready for Real-World Scenarios
Expect situational questions that assess how you'd handle client interactions or networking events. Prepare some scenarios where you've successfully identified and qualified potential clients, showcasing your proactive approach.
