Ortec Finance
Client Development Executive – Global Wealth Solutions
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What will you do?
As a Client Development Executive, you will support the commercial growth of our Global Wealth Solutions business in the UK. Working closely with senior sales colleagues, you will help manage high-quality sales processes in a complex and regulated financial services market.
You will be involved across the full sales cycle, from early client engagement through to proposal, procurement and contract stages. By coordinating across sales, product, legal and delivery teams, you will help create a smooth, professional prospect and client experience and improve the quality of our commercial execution.
Your Responsibilities Include
- Supporting sales opportunities throughout the full sales cycle
- Preparing high-quality proposals, presentations, and tender documents
- Conducting structured research on UK wealth managers, private banks, and investment platforms
- Managing and coordinating structured procurement processes
- Maintaining and improving CRM data quality and sales reporting
- Supporting internal alignment across commercial, product and delivery teams
- Contributing to continuous improvement of sales processes and execution
This is a development role and a strong first step towards a future position in sales or account management.
You will be part of the Sales department and work closely with the commercial lead and Global Wealth Solution colleagues in the UK and the Netherlands.
Who are you?
You are at the start of your commercial career and motivated to grow within a structured, international B2B environment. You enjoy working in a detail-oriented setting and feel confident navigating complexity.
We Are Looking For Someone With
- A bachelor’s or master’s degree, preferably in finance, economics, business or a related field
- An interest in wealth management, investments or financial technology; experience within an advice firm or UK financial services environment would be an advantage
- A structured and detail-oriented working style, with the ability to operate effectively in regulated environments
- Strong written and verbal communication skills
- Affinity with CRM systems and structured processes
- A proactive approach, curiosity and willingness to learn
- And of course, you recognize yourself in our core values.
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You are motivated to develop towards a client-facing commercial role. You are based in the UK and already have the right to work in the UK without employer sponsorship.
What do we offer?
We offer a rewarding development role in a growing international company, with exposure to senior commercial colleagues, leading financial services clients and complex B2B sales processes. You will join a collaborative, open and non-political culture, with opportunities to build your commercial skills and progress towards a client-facing role.
Salary: GBP 60,000 – 70,000 gross per year, depending on your competency profile and experience.
In addition to a competitive salary, we offer you excellent benefits, including:
- A performance-based bonus
- Participation in our solid company pension scheme
- Private medical and dental cover, Group Life and Critical Illness cover
- 27 days’ annual leave, with the option to buy or sell additional days
- Hybrid working, combining time in our central London office with the option to work from home and a homeworking allowance
- An open and inclusive working environment with supportive, friendly, and enthusiastic colleagues
- Opportunities to develop through a training programme, as well as weekly research and knowledge meetings
Who are we?
Working at Ortec Finance means working in a continuously innovating world where science, data and technology come together to solve complex financial challenges. We help institutional investors, wealth managers and financial institutions make better investment decisions by integrating risk, return and sustainability.
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Our strength lies in combining advanced quantitative models, innovative technology and deep market knowledge. With offices across Europe, the UK, North America and Asia-Pacific, we work closely with leading financial institutions worldwide.
At Ortec Finance, you will do work that matters, with a steep learning curve, strong collaboration and continuous development. Learn more on www.ortecfinance.com or watch the videos on our careers page.
Diversity & Inclusion
One of the core values of Ortec Finance is personal initiative and helping each other. Our D&I policy reflects this by encouraging everyone to take initiative, be themselves and stay open to people with different backgrounds, experiences and perspectives. We welcome applications from people of all backgrounds and are committed to an inclusive recruitment process. If you need any adjustments during the application or interview process, please let us know. You can find our full D&I Statement here.
Interested or want to know more?
For more information about this role, please contact HR by emailing recruitment@ortec-finance.com.
If this sounds like the right next step for you, we would be pleased to receive your application.
Application deadline is 30 July 2026.
We look forward to hearing from you.
We model and map relevant uncertainties to help you monitor your goals and decisions. Established by foremost experts in the fields of Econometrics and Technology in 1982, we have garnered an exceptional reputation for reliability. Serving over 600 clients across more than 20 countries, we play a pivotal role in enhancing our clients' investment decision making, and managing their uncertainty.
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