Insignia Customer Service
is seeking an experienced and commercially driven
Financial Product Sales Manager
to lead cross‑selling initiatives and support the expansion of Insignia’s premium payment and financial service solutions. The successful candidate will play a strategic role in promoting tailored payment solutions and account services to high‑net‑worth and ultra‑high‑net‑worth clients across existing and new client portfolios.
This role requires a strong combination of relationship management, financial sales expertise, client servicing excellence, commercial analysis, and international business development capabilities.
Key Responsibilities Sales & Business Development
Drive sales and cross‑selling activities across Insignia’s payment solutions and financial service offerings.
Promote Insignia prepaid card programmes, IBAN/payment account solutions, and other approved financial services to existing and prospective clients.
Analyse existing client portfolios to identify new commercial opportunities and areas for service expansion.
Identify opportunities to expand client engagement through tailored payment solutions and premium services.
Develop and maintain strong relationships with HNW and UHNW individuals, family offices, corporate clients, and strategic partners.
Generate qualified leads through networking, referrals, partnerships, existing relationships, and business development initiatives.
Prepare presentations, commercial proposals, and strategic client recommendations.
Actively develop new business opportunities within the candidate’s own professional network and client portfolio.
Client Relationship Management
Deliver exceptional customer experience and maintain long‑term client relationships.
Understand client objectives, operational needs, and commercial preferences to align suitable solutions.
Coordinate closely with customer service, compliance, legal, and operations teams to ensure seamless onboarding and account management.
Maintain regular communication with clients regarding service enhancements, commercial opportunities, and product development.
Commercial Strategy
Contribute to the development of revenue growth strategies and sales campaigns.
Monitor market trends, competitor activity, and emerging payment and fintech developments.
Assist management in identifying new commercial partnerships and business opportunities.
Participate in international business meetings, conferences, and networking events.
Compliance & Reporting
Ensure all sales activities comply with internal compliance standards and applicable financial regulations.
Maintain accurate CRM records, pipeline reporting, and sales documentation.
Support due diligence and KYC procedures where required.
Candidate Requirements Essential Qualifications & Experience
Minimum 5 years of experience in financial product sales, payments, fintech, prepaid card solutions, IBAN/payment account services, or related sectors.
Strong understanding of payment solutions, client onboarding processes, and financial service environments.
Experience working with HNW/UHNW clientele and international markets.
Demonstrated success in achieving sales targets and developing long‑term client relationships.
Excellent communication, negotiation, and presentation skills.
Commercially minded with strong entrepreneurial and networking abilities.
Ability to analyse client portfolios and identify new commercial opportunities.
Ability to work independently in a fast‑paced international environment.
Preferred Qualifications
Degree in Finance, Economics, Business Administration, or related field.
Professional certifications in finance, payments, or compliance are advantageous.
Knowledge of fintech, payment ecosystems, and digital finance trends.
Multilingual skills are considered a strong advantage.
Personal Attributes
Professional and discreet approach to client relationships.
Strong interpersonal and consultative sales skills.
Strategic thinker with proactive business development mindset.
High ethical standards and attention to detail.
Internationally minded with cross‑cultural communication ability.
#J-18808-Ljbffr
is seeking an experienced and commercially driven
Financial Product Sales Manager
to lead cross‑selling initiatives and support the expansion of Insignia’s premium payment and financial service solutions. The successful candidate will play a strategic role in promoting tailored payment solutions and account services to high‑net‑worth and ultra‑high‑net‑worth clients across existing and new client portfolios.
This role requires a strong combination of relationship management, financial sales expertise, client servicing excellence, commercial analysis, and international business development capabilities.
Key Responsibilities Sales & Business Development
Drive sales and cross‑selling activities across Insignia’s payment solutions and financial service offerings.
Promote Insignia prepaid card programmes, IBAN/payment account solutions, and other approved financial services to existing and prospective clients.
Analyse existing client portfolios to identify new commercial opportunities and areas for service expansion.
Identify opportunities to expand client engagement through tailored payment solutions and premium services.
Develop and maintain strong relationships with HNW and UHNW individuals, family offices, corporate clients, and strategic partners.
Generate qualified leads through networking, referrals, partnerships, existing relationships, and business development initiatives.
Prepare presentations, commercial proposals, and strategic client recommendations.
Actively develop new business opportunities within the candidate’s own professional network and client portfolio.
Client Relationship Management
Deliver exceptional customer experience and maintain long‑term client relationships.
Understand client objectives, operational needs, and commercial preferences to align suitable solutions.
Coordinate closely with customer service, compliance, legal, and operations teams to ensure seamless onboarding and account management.
Maintain regular communication with clients regarding service enhancements, commercial opportunities, and product development.
Commercial Strategy
Contribute to the development of revenue growth strategies and sales campaigns.
Monitor market trends, competitor activity, and emerging payment and fintech developments.
Assist management in identifying new commercial partnerships and business opportunities.
Participate in international business meetings, conferences, and networking events.
Compliance & Reporting
Ensure all sales activities comply with internal compliance standards and applicable financial regulations.
Maintain accurate CRM records, pipeline reporting, and sales documentation.
Support due diligence and KYC procedures where required.
Candidate Requirements Essential Qualifications & Experience
Minimum 5 years of experience in financial product sales, payments, fintech, prepaid card solutions, IBAN/payment account services, or related sectors.
Strong understanding of payment solutions, client onboarding processes, and financial service environments.
Experience working with HNW/UHNW clientele and international markets.
Demonstrated success in achieving sales targets and developing long‑term client relationships.
Excellent communication, negotiation, and presentation skills.
Commercially minded with strong entrepreneurial and networking abilities.
Ability to analyse client portfolios and identify new commercial opportunities.
Ability to work independently in a fast‑paced international environment.
Preferred Qualifications
Degree in Finance, Economics, Business Administration, or related field.
Professional certifications in finance, payments, or compliance are advantageous.
Knowledge of fintech, payment ecosystems, and digital finance trends.
Multilingual skills are considered a strong advantage.
Personal Attributes
Professional and discreet approach to client relationships.
Strong interpersonal and consultative sales skills.
Strategic thinker with proactive business development mindset.
High ethical standards and attention to detail.
Internationally minded with cross‑cultural communication ability.
#J-18808-Ljbffr
Financial Product Sales Manager Arbeitgeber: Insignia Group of Companies
Die Insignia Group of Companies in Wien bietet eine herausragende Arbeitsumgebung für den VIP Global Corporate Travel Specialist. Mit einem starken Fokus auf Mitarbeiterentwicklung und einem unterstützenden Teamgeist fördern wir eine Kultur, die Kreativität und Engagement schätzt. Unsere Mitarbeiter profitieren von flexiblen Arbeitszeiten, attraktiven Vergütungsmodellen und der Möglichkeit, in einem dynamischen internationalen Umfeld zu arbeiten, das spannende Herausforderungen und persönliche Wachstumschancen bietet.
Kontaktdaten:
Insignia Group of Companies Recruiting-Team
