What will you do?

As a Client Development Executive you play a key role in supporting the commercial execution of our Global Wealth Solutions business in the UK. You work closely with senior sales colleagues and contribute to a structured, high-quality sales process in a complex and regulated market.

You support the full sales cycle - from early engagement through to contract - and ensure that opportunities are managed in a consistent and professional way. By coordinating across sales, product, legal and delivery teams, you help reduce friction in sales processes and improve conversion quality.

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 role is designed as a first step towards a sales or account management role.

You will be part of the Sales department, working closely together with the commercial lead and the 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 are comfortable navigating complexity.

You bring:

• A bachelor’s or master’s degree (e.g. finance, economics, business, or related)

• A strong interest in wealth management, investments or financial technology (experience within an advice firm is preferred)

• A structured and detail-oriented working style and comfortable operating in regulated environments

• Strong written and verbal communication skills

• Affinity with CRM systems and structured processes

• A proactive mindset and willingness to learn

• And of course, you recognize yourself in our core values.

You are ambitious and motivated to develop towards a client-facing commercial role. You are UK-based and are eligible to work without sponsorship.

What do we offer?

We offer you a challenging and rewarding role in a growing company, while being part of an inspirational global business, within a collaborative, open and non-political culture. Moreover, we offer a lot of opportunities for personal and professional development and a clear career path towards a commercial role.

The salary range is GBP 60,000 – 70,000 gross on a yearly basis, dependent 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 vacation days and the possibility to sell or buy more

• Hybrid working: working from the office in central London with possibility to partly work from your home office and a working from home allowance

• An open and inclusive work with inspiring, friendly, and enthusiastic colleagues.

• Opportunities to develop yourself with a training program 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.

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.

It means a job that matters with a steep learning curve, strong collaboration, and continuous development. Learn more on www.ortecfinance.com or check out the video’s 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 exactly that: showing personal initiative to be who you want to be and being open to people with a different background or idea. We have respect for opinions of others and appreciate the differences that make us all unique individuals with our own strengths and challenges. You can find our full D&I Statement here.

More information or do you want to apply?

For more information regarding this position please contact HR by sending an email to recruitment@ortec-finance.com.

Ready to be part of our team? Click the application button to get started!

Application deadline is 5 July 2026.

We hope to meet you soon!