Customer Success Manager, Institutional Solutions (Hybrid, Global)

Morningstar; Hong Kong; Hybrid; HKD 480,000 - 600,000; Full time

Job summary

Morningstar Asia Limited in Hong Kong seeks a Customer Success Manager for Morningstar Direct. You will provide superior service to institutional clients, interact with asset management, investment consulting, insurance and wealth management users, and help clients maximize value from Morningstar Direct.

You will collaborate with Sales, Product and Customer Success teams, drive renewals, and identify upsell opportunities while building trusted client relationships across Hong Kong and regional

Qualifications

• Strong communication and presentation skills.
• Customer-centric, strategic approach with problem-solving mindset.
• Experience in Financial Services is preferred.

Responsibilities

• Become a product expert on Morningstar Direct and advise on best practices.
• Support Sales by understanding client needs and mapping them to Direct capabilities.
• Build client relationships and identify growth opportunities.
• Ensure high service delivery and maximize client ROI.
• Collaborate with Product, Data and Sales to evolve Morningstar services.
• Initiate client workshops and user forums to grow usage of Morningstar Direct.
• Contribute to renewal processes and upsell opportunities.
• Understand client workflows and goals to tailor solutions.

Skills

Communication skills

Presentation skills

Customer-centric approach

Strategic mindset

Multilingual: Cantonese

Multilingual: Mandarin

Multilingual: English

Financial services experience

Bachelor's degree

Education

Bachelor’s degree or equivalent

Job description

Morningstar Asia Limited in Hong Kong seeks a Customer Success Manager for Morningstar Direct. You will provide superior service to institutional clients, interact with asset management, investment consulting, insurance and wealth management users, and help clients maximize value from Morningstar Direct.

You will collaborate with Sales, Product and Customer Success teams, drive renewals, and identify upsell opportunities while building trusted client relationships across Hong Kong and regional