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.
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
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.
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
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.
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.
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.
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.
Ortec Finance delivers leading technologies and solutions for investment decision making to financial and real-estate institutions around the world. These technologies and solutions enable you to manage the complexity of investment decisions. Our strength lies in an effective combination of advanced models, innovative technology and in-depth market knowledge. This combination of skills and expertise supports investment professionals in achieving a better risk-return ratio and thus better results.
High-quality models
We design, build and deliver high-quality software models for asset-liability management, ex-ante and ex-post risk management, performance measurement and risk attribution, and financial planning. Our clients are market leaders in the field of pensions, sovereign and private wealth, insurance, and asset management. Municipalities and housing associations also form part of our customer base.
Proven results
You want to be sure that the investment decisions you take have a solid, substantiated and reliable foundation. Our high quality software models are based on the latest scientific insights and years of practical experience.
Independent
Ortec Finance was created in 2007 through a management buyout of the company ORTEC bv, which was founded in 1981 by four innovative students of econometrics at the Erasmus University of Rotterdam who believed that mathematical models could be used to optimize the performance of companies. More than 35 years later, this is still the core of our expertise. With a team of over 350 in Rotterdam, Amsterdam, Melbourne, the United Kingdom, Canada, Singapore, and Switzerland, we serve our customers completely independently.
