Financial Product Sales Manager

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.
• 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 abilities.

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