Hybrid Sales Specialist — Financial Services

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

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.