- Vienna, Austria
- With professional experience
- Permanent employment
- Full-time
- Hybrid
- Home office possible
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.
Your tasks
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.
Your profile
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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