Direct Sales Specialist

Morningstar; Hong Kong; Hybrid; HKD 600,000 - 1,000,000; Full time

Job summary

Morningstar Asia Ltd in Hong Kong is seeking a high-impact professional to drive Morningstar Direct growth. You will help convert trials into closes, develop key client relationships and uncover opportunities across segments, delivering tailored recommendations.

Your success relies on strong sales leadership, strategic planning, and compelling, data-driven presentations to clients and prospects, enabling long-term partnerships.

Qualifications

• 5+ years of business development, CSC or account management in finance/investment.
• Proven track record of acquiring new business and exceeding targets.
• Hands-on, organized with ability to build long-term client relationships.
• Excellent verbal and written communication; persuasive presentations.

Responsibilities

• Exceed growth targets.
• Work with General Sales to move Morningstar Direct opportunities from trial to close.
• Forecast, identify, and proactively uncover new business groups and opportunities within new and existing clients and segments.
• Develop relationships with clients and prospects by uncovering business needs and presenting recommendations.
• Employ winning strategies to maintain and grow adoption of Morningstar Direct and upsell.
• Master product demonstrations and knowledge of capabilities and benefits.
• Develop growth plans for accounts and territory.
• Demonstrate teamwork and relationship building within and outside the company.

Skills

New business development

Account management

Relationship building

Client service

Education

Bachelor’s degree

MBA or CFA

Job description

Job Responsibilities

• Exceed growth targets.
• Work with General Sales to bring Morningstar Direct opportunities from trial to close.
• Forecast, identify, and proactively uncover new business groups and opportunities within new and existing clients and segments.
• Develop key relationships with clients and prospects through proactively uncovering their business needs and challenges and presenting recommendations on how our solution offerings fit into their overall goal and strategies
• Employ winning strategies to maintain and grow adoption of Morningstar Direct and leverage the installed user base to deploy additional solutions.
• Master product demonstrations and knowledge of product capabilities and benefits.
• Develop growth plans for accounts and territory.
• Demonstrate attitude of teamwork and relationship building within, and outside the company.

Qualifications

• A passionate interest in the financial services industry
• Candidates should have 5+ years of business development, client service consultant (CSC) and/or account management experience in the finance and investment industry.
• A proven track record of acquiring new business, successful account management, and proven track record of exceeding prior targets.
• Hands-on, organized individuals who can build long-term client relationships.
• Strong leadership, long-range planning, and time-management skills are essential.
• Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
• Ability to understand complex investment requirements.
• A bachelor’s degree required;
• Nice to have MBA or CFA a plus.

Morningstar’s hybrid work environment gives you the opportunity to collaborate in-person each week as we’ve found that we’re at our best when we’re purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

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