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About the Role
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. This is a development role and a strong first step towards a future position in sales or account management.
Responsibilities
- 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
Requirements
- 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
- Motivated to develop towards a client-facing commercial role
- Based in the UK and already have the right to work in the UK without employer sponsorship
Skills
- Commercial growth
- Sales processes
- Client engagement
- Proposal preparation
- Procurement
- Contract management
- CRM
- Sales reporting
- Written communication
- Verbal communication
Location
- UK
- London
Work Type
- Hybrid working
- Full-time
Experience Level
- Entry level
- Development role
Education Level
- Bachelor's degree
- Master's degree
Salary/Compensations
- GBP 60,000 – 70,000 gross per year
Benefits
- Performance-based bonus
- Company pension scheme
- Private medical cover
- Dental cover
- Group Life cover
- Critical Illness cover
- 27 days’ annual leave
- Option to buy or sell additional leave days
- Homeworking allowance
- Training programme
- Weekly research and knowledge meetings
About the Company
- Ortec Finance operates in a continuously innovating world where science, data and technology come together to solve complex financial challenges.
- They help institutional investors, wealth managers and financial institutions make better investment decisions by integrating risk, return and sustainability.
- Their strength lies in combining advanced quantitative models, innovative technology and deep market knowledge.
- With offices across Europe, the UK, North America and Asia-Pacific, they 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.
Equal Opportunity
- 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.