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Financial Product Sales Manager
Insignia Lifestyle Services s. r. o.
Digital Park, Einsteinova, Petržalka
full-time, trade licence
01.09.
5 000 EUR/month+ Bonuses after passing the probation.
Information about the position
Job description, responsibilities and duties
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 environment.
Key Responsibilities
Sales & Business Development
Drive sales and cross-selling activities across Insignia’s financial and strategic investment products.
Promote Insignia CD programmes and other approved financial offerings to existing and prospective clients.
Identify opportunities to expand client engagement through tailored financial solutions and premium services.
Develop and maintain strong relationships with HNW and UHNW individuals, family offices, corporate clients, and strategic partners.
Support the growth of digital asset and crypto-related commercial activities in accordance with company policy and regulatory frameworks.
Generate qualified leads through networking, referrals, partnerships, and business development initiatives.
Prepare presentations, commercial proposals, and strategic client recommendations.
Client Relationship Management
Deliver exceptional customer experience and maintain long-term client relationships.
Understand client objectives, financial preferences, and risk profiles to align suitable opportunities.
Coordinate closely with customer service, compliance, legal, and operations teams to ensure seamless onboarding and account management.
Maintain regular communication with clients regarding market opportunities, product developments, and portfolio expansion possibilities.
Commercial Strategy
Contribute to the development of revenue growth strategies and sales campaigns.
Monitor market trends, competitor activity, and emerging financial technologies.
Assist management in identifying new commercial partnerships and investment channels.
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.
Employee perks, benefits
Be part of one of the most prestigious international companies, known for delivering exceptional service and luxury experiences to high-net-worth clients around the world for almost 30 years.
We are committed to your professional growth. With ample opportunities for advancement, you’ll have the support to develop your skills and progress in your career.
25 days of paid vacation to relax and recharge.
Get special discounts on flights and hotel bookings for your personal vacations.
We’re a dog-friendly office! If you’re a dog lover, feel free to bring your furry friend along for a fun and relaxed office vibe.
We love to celebrate with making/ bringing good food to the office, BBQ at the balcony or go together to great restaurants.
Information about the selection process
Requirements for the employee
Minimum education required
Educational Specialization
Language skills
Experience in the position/sector
Number of years of experience
Personality requirements and skills
· Minimum 5 years of experience in financial product sales, wealth management, private banking, investment advisory, fintech, or related sectors.
· Strong understanding of investment products, fixed-income solutions, structured products, and digital assets.
· 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 work independently in a fast-paced international environment.
Preferred Qualifications
· Degree in Finance, Economics, Business Administration, or related field.
· Professional certifications in finance, investments, or compliance are advantageous.
· Knowledge of cryptocurrency markets, blockchain ecosystem, 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.
Advertiser
Brief description of the company
We are more than a service provider; we are curators of extraordinary experiences and stewards of wealth and lifestyle. Our philosophy is rooted in bespoke service, granting our clients exclusive access to the finest in luxury, emerging trends, and a global network of distinguished partners and industry specialists.
Headquartered in London, with a growing presence across the Globe our reach enables us to offer unparalleled solutions across all aspects of luxury and financial management. Innovation is at our core, and our clients’ satisfaction is the driving force behind everything we do.
At Insignia, we foster a culture of independent thinking, assertiveness, and collaboration, where each team member is empowered to contribute to our continued success and the delivery of extraordinary results.