Junior Technical Consultant Wealth Management

You enjoy solving complex problems, working with data and technology, and helping clients make better financial decisions. As a Junior Technical Consultant Wealth Management, you'll work with leading financial institutions, support innovative fintech solutions and help shape the future of wealth planning.

What will you do as a technical consultant?

Based in our Wealth Management Client Servicing Team in the Netherlands, you will work alongside colleagues in both the Netherlands and London. This role offers a unique blend of client interaction, implementation work, and technical problem-solving, providing an excellent opportunity to develop strong functional and technical skills.

You won’t be sitting on the sidelines. As a Junior Technical Consultant, you will support clients and implementation teams in using and integrating our Financial and Wealth Planning software OPAL. You will help analyze client questions, configure solutions, support implementations and translate functional requirements into clear technical input for our product and development teams.

You will be in direct contact with our clients and partners that are using OPAL. You support them in understanding and integrating our APIs into the apps and websites they build for their customers, help set up data integrations and help them with their day-to-day questions while using our software.

You will gain experience in how to set up a financial plan taking into account the risk of the underlying investments. Furthermore, you will develop your modelling, analytical, technical and communication skills and bring some good vibes into our team. You will be able to alternate your work between the office, working from home and occasionally at clients in the Netherlands but also by visiting our international clients.

At Ortec Finance, we don't expect you to know everything from day one. You'll work alongside experienced consultants, product specialists and developers who will help you build your expertise in:

• Wealth management and financial planning
• Consulting and stakeholder management
• Technical solution design
• Data and software implementation
• Client engagement and presentation skills

What you'll work with

• Wealth planning software used by leading financial institutions
• API integrations
• Financial modelling
• Data analysis and reporting
• Python, Power BI and Excel-based solutions
• International implementation projects

What do we offer?

We offer you a challenging and rewarding role in a growing company, while being part of an inspirational global business with a lot of opportunities for personal and professional career development.

The salary range is between 57,000 and 63,000 EURon a yearly basis (including variable pay, 13th month, holiday allowance), depending on your role, competency profile and experience.

In addition to a competitive salary, we offer you excellent benefits, including

• 27 vacation days and the possibility to buy more.
• Participation in our excellent pension scheme.
• Commuting and business travel allowance, as well as work from home and internet allowance.
• Opportunities to develop yourself with a training program as well as weekly research and knowledge meetings.
• Hybrid working, working at the office combined with working from home – our main office is in Rotterdam, beautifully located overlooking the Nieuwe Maas near Blaak station.
• The prospect of a permanent contract, because we strive for a long-term collaboration.
• An open and informal work environment with inspiring, smart and enthusiastic colleagues.

Who are you?

You bring strong analytical capabilities and a solid foundation in basic programming like Python, VBA excel, Power BI, etc. You enjoy navigating the intersection of technology and investment advice. Your communication skills allow you to engage effectively with both technical and non-technical stakeholders. You think creatively, act proactively, and enjoy working in a diverse, high-paced and international environment. Above all, you’re driven by impact: collaborating with clients, colleagues, and partners to build the most advanced and trusted wealth planning solution in the world! And of course, you recognize yourself in our core values.

In addition, the following aspects are important:

• You have a master’s degree in a relevant quantitative, technical or financial field, such as Econometrics, Quantitative Finance, Business Analytics, Data Science or a related discipline.
• You have 1–2 years of relevant work experience, preferably in consulting, financial planning, wealth planning, client support, project management, fintech or software delivery.
• Being fluent in Dutch (preferably native) and English is a requirement.
• Knowledge of basic programming, such as Python, VBA Excel, Power BI, etc.

Who are we?

Working at Ortec Finance means working in a continuously innovating world where science, academics, and mathematics go hand in hand, since models are key in helping Ortec Finance’ clients with complex financial decisions. Because that is what we love: helping people to make better decisions.

Here, your daily job is very in-depth, based on evidence and relevant to society. It means a job that matters. Your learning curve is steep; we learn something new every single day. And we need to, because continuous innovation is key. Especially in a fintech world. We thrive on innovation, challenging the status quo at every turn.

We believe everyone should have the confidence and tools to make investment decisions that align with their personal goals, for example financial, environmental, or social. That’s why we build technology and insights that help individuals and organizations make informed, sustainable choices. Together, we aim to support a future where finance serves both people and the planet. For more information, 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 the 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 send an email with your questions to recruitment@ortec-finance.com.

If you want to join Ortec Finance, use the application button and submit your resume and motivation.

We hope to meet you soon!