Wishing Jochem Van Grondelle a warm welcome as he begins his role as a senior consultant with Ortec Finance. He will be servicing banks and wealth managers globally with our OPAL platform. He has extensive experience in the finance and banking industry and in-depth & multidisciplinary knowledge in the field of financial planning and wealth management.
“We are very pleased to have Jochem in our division,” said @Tessa Kuijl, Head of Global Wealth Management at Ortec Finance. “Advisors are facing multiple challenges in supporting their customers as they make proper personal investment decisions. We feel that Jochem will be an asset both to Ortec Finance and to our clients, especially in a high inflation environment where it is a challenge to manage financial objectives while ensuring that risk attitude is factored into the equation.
With Jochem aboard, we can meet the increasing demand for Goal Based Planning and monitoring with our OPAL platform to support advisors in these challenging times.”