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Join our dynamic Brazil Financial Institutions Group as NBFI Sales , with responsibility across the entire suite of Payments products and solutions: domestic and international cash management, liquidity, FX, escrow solutions, trade finance and merchant services
As NBFI Sales for Brazil, you will be responsible for origination and execution of new business across the insurance, credit management, asset management, private equity, venture capital and fintech sectors, reporting to the Brazil Head of FIG Sales and the Latam Head of NBFIs, working closely with other FIG team members as well as Products, Channels, Implementations and Client Service.
As the non-bank financial institution segment show strong momentum, we are looking for a hunter to further develop our Payment’s sales & revenue. The candidate needs to drive and ensure seamless execution of the ongoing growth strategy for this portfolio (inbound/outbound), continuing to deepen . Morgan’s business with current clients and identify/ onboard select new names. Industry experience with an existing portfolio is a must as is the ability to work collaboratively with global and regional stakeholders, including Global Corporate Banking, Securities Services, Markets, Investor Client Management and other CIB colleagues.
Job Responsibilities:
Sales of the entire Payments product suite/ solutions, including cash management, liquidity management and foreign exchange solutions, understanding the unique challenges and requirements in the industry/ client segments to partner with internal stakeholders in the development, implementation and delivery of complex products and solutions; Think strategically and lead growth across the insurance, credit management, asset management, private equity, venture capital and fintech sectors, including sharing best practices with peers; Build trusted, long-term Payments business relationships by taking a holistic and forward-looking view on our relationships, identifying ways to help clients achieve their most important business/ treasury objectives. Achieve new business goals, including the annual sales plan for self, country and the regional team, by identifying prospects/ opportunities, developing the approach/ account and calling plans and engaging partners/ senior managers to influence decision makers; Manage client onboarding activities, including client due diligence in accordance with . Morgan’s internal guidelines in AML and KYCs. For clients with Payments centric relationships, take ownership of Know Your Customer (KYC) records, accurately and timely renewing/ completing KYCs and other internal requirements; Handle AML/ Sanction related inquiries (RFIs) at both transactional or relationship levels; work with clients and internal teams to smoothen the compliance investigations and screening; Work as a team and provide leadership to organize and co-ordinate client events to promote . Morgan’s franchise. Maintain an extensive network of internal partners to provide connectivity across the firm and promote collaboration; Demonstrate consistent optimism around the business and resiliency when faced with challenges; Flexibility for travel when neededRequired qualifications, capabilities and skills :
Bachelor’s degree or equivalent in Finance, Economics, Business Administration, or a related field. 6 or more years of Payments Sales experience, including experience in selling to clients in the Insurance segment. Exceptional sales management experience in Treasury Services with established network and ability to build and develop client relationships, win and close new businesses. Deep product/ solution set knowledge (local and offshore Cash Management, Liquidity products and foreign exchange) that are relevant to the market and demonstrated track record of success; Understanding of the regulatory and compliance environment in the market with strong experience in AML/KYC risk and control process; Excellent communication, influencing and negotiation skills.