Financial Product Sales Manager
About this job
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. The ideal candidate will have a proven track record in financial product sales, payments, fintech, prepaid card solutions, IBAN/payment account services, luxury services, or international client relationship environments. 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 developments. 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. 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 abilities.