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- Tasks: Support banks and wealth managers in integrating innovative financial planning solutions.
- Company: Global finance technology firm with a focus on cutting-edge solutions.
- Benefits: Hybrid work environment, skill development in finance, and direct client interaction.
- Why this job: Gain hands-on experience in investment strategy and enhance your analytical skills.
- Qualifications: Master's degree in finance and 2-5 years of relevant experience required.
- Other info: Dynamic role with opportunities for professional growth and client engagement.
The predicted salary is between 36000 - 60000 £ per year.
A global finance technology firm seeks an experienced Technical Consultant to aid banks and wealth managers in integrating its OPAL financial planning solution. This role involves direct client support, hands-on exposure to investment strategy, and the opportunity to develop skills in financial modelling and client communication while working in a hybrid environment.
Applicants should possess a master's degree related to finance and 2-5 years of relevant experience, showcasing strong analytical and communication capabilities.
Tech Consultant, Wealth Management & FinTech in London employer: Ortec Finance
Contact Detail:
Ortec Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Tech Consultant, Wealth Management & FinTech in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and tech sectors. We all know that sometimes it’s not just what you know, but who you know that can land you that interview.
✨Tip Number 2
Prepare for those interviews by brushing up on your financial modelling skills. We recommend practising common case studies or scenarios you might face as a Tech Consultant. Show them you’re ready to tackle real-world challenges!
✨Tip Number 3
Don’t forget to showcase your communication skills! During interviews, be clear and concise when discussing your experience. We want to see how you can explain complex concepts to clients in a way they’ll understand.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Tech Consultant, Wealth Management & FinTech in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in finance and tech consulting. We want to see how your skills align with the role, so don’t be shy about showcasing relevant projects or achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth management and FinTech. We love seeing candidates who can communicate their enthusiasm and fit for the role.
Showcase Your Analytical Skills: Since this role involves financial modelling, make sure to mention any relevant analytical tools or methodologies you’ve used. We’re looking for candidates who can demonstrate their problem-solving abilities effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Ortec Finance
✨Know Your Tech Inside Out
Make sure you’re well-versed in the OPAL financial planning solution and any relevant technologies. Brush up on how it integrates with banking systems and wealth management strategies, as this will show your technical prowess and understanding of the industry.
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where you've used analytical skills to solve problems or improve processes. Think about times when your insights led to better investment strategies or client outcomes, as this will highlight your value to potential employers.
✨Practice Client Communication Scenarios
Since this role involves direct client support, practice articulating complex financial concepts in simple terms. Role-play common client scenarios with a friend or mentor to build confidence in your communication style and ensure you can engage effectively with clients.
✨Demonstrate Your Adaptability
In a hybrid work environment, adaptability is key. Be ready to discuss how you’ve successfully navigated remote and in-person work settings, and share examples of how you’ve adjusted your approach to meet client needs in different contexts.
