At a Glance
- Tasks: Support sales processes and prepare high-quality proposals in a dynamic environment.
- Company: Join a growing global business with a collaborative culture.
- Benefits: Competitive salary, performance bonuses, hybrid working, and excellent health coverage.
- Other info: Inclusive workplace with a focus on personal initiative and development.
- Why this job: Kickstart your commercial career in wealth management with real growth opportunities.
- Qualifications: Degree in finance or related field; strong interest in wealth management.
The predicted salary is between 60000 - 70000 £ per year.
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.
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.
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
You are ambitious and motivated to develop towards a client‑facing commercial role. You are UK‑based and are eligible to work without sponsorship.
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:
- 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
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.
For more information regarding this position please contact HR by sending an email to.
Application deadline is 5 July 2026.
Client Development Executive – Global Wealth Solutions in London employer: Ortec Finance
As a Client Development Executive at Ortec Finance, you will thrive in a dynamic and supportive environment that champions personal growth and professional development. With a strong emphasis on collaboration and inclusivity, our London office offers a unique opportunity to engage with inspiring colleagues while navigating the complexities of the wealth management sector. Enjoy competitive benefits, a clear career progression path, and the flexibility of hybrid working, all within a culture that values initiative and diversity.
StudySmarter Expert Advice🤫
We think this is how you could land Client Development Executive – Global Wealth Solutions in London
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Ortec Finance.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Ortec Finance's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Client Development Executive – Global Wealth Solutions in London
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Ortec Finance
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
