Index Sales Specialist

Posted 11 Days Ago
Be an Early Applicant
Hiring Remotely in Hong Kong
Remote
Senior level
Fintech • Financial Services
The Role
Manage and grow an international sell-side client portfolio in Hong Kong, focusing on broker-dealers, market makers, securities firms, and offshore Chinese institutions. Responsibilities include prospecting, relationship management, account planning, product presentations, contract negotiation, sales closing, revenue growth, and client feedback. The role covers MSCI index subscription data, research licenses, and financial product licensing while coordinating with Client Service, Legal, Marketing, Product Management, Operations, and Finance teams.
Summary Generated by Built In
Your Team Responsibilities

MSCI is looking for an Index Sales Specialist based in Hong Kong to cover and develop a portfolio of international sell-side clients — including broker-dealers, market makers, and securities firms — while also driving new business growth in the offshore Chinese broker-dealer segment, where onshore Chinese securities firms are opening Hong Kong branches to build out their offshore franchise.

The role blends relationship management on an existing book of international sell-side accounts with hunter-mentality new business development, particularly with offshore Chinese institutions. It covers the positioning and closing of sales for MSCI's standard and custom index subscription data, as well as licenses supporting research reporting and the issuance of MSCI-linked financial products.

This is a highly visible, individually accountable role with direct involvement in prospecting, senior-level relationship building, product presentations, contract negotiation, sales closing, and product setup and delivery. The Specialist will work closely with global Client Service, Client Consultants, Marketing, Product Management, Legal, and Finance / billing teams.


Your Key Responsibilities

Sell-Side Client Coverage, Relationship Management & Business Development 

  • Own total relationship management across an existing portfolio of international sell-side clients (broker-dealers, market makers, securities firms) 

  • Lead high-level management contact and strategic account planning 

  • Identify and close new product placement opportunities within the existing book 

  • Build and manage a pipeline of net-new sell-side clients establishing a presence in Hong Kong, including proactive prospecting and networking to engage decision-makers at target institutions 

  • Map the broker-dealer and structured products landscape in Hong Kong to prioritize outreach, navigating cross-border relationships where relevant 

  • Answer detailed client inquiries about MSCI index products and methodologies 

  • Achieve and exceed targeted revenue goals across the segment 

Cross-Functional Coordination 

  • Partner with global Client Service, Legal, Contracts, Billing, Marketing, Product Management, and Operations to ensure client requests are managed appropriately, including nuances specific to offshore Chinese entities 

  • Maintain accurate records of account visits, client conversations, and finalized contracts 

  • Some travel involved, including within Hong Kong and the broader region as needed 

Market & Client Feedback 

  • Proactively solicit client feedback regarding new initiatives and future product development 

  • Provide feedback from clients to Marketing, Sales, Research, and Product Development groups 

Your skills and experience that will help you excel

Specific Knowledge / Skills 

  • Understanding of / experience dealing with international sell-side institutions — Broker-Dealers, Market Makers, and securities firms — and the investment management process and global equity markets 

  • Experience covering or developing offshore Chinese financial services clients based in Hong Kong is highly desired 

  • Ability to operate in both modes: managing and growing an existing relationship, and hunting new-logo business 

  • Mandarin fluency is a strong advantage given the offshore Chinese client base; strong English communication skills are required 

  • Strong sales closing skills, with a self-starter mindset and the ability to work independently while collaborating across global teams 

  • Comfort navigating the compliance and cross-border considerations relevant to offshore Chinese entities operating out of Hong Kong 

  • Enjoys intellectual and analytical challenges 

Desired Experience 

  • Seven to ten years of experience in financial services sales, ideally covering sell-side clients (broker-dealers, market makers) in Hong Kong or the broader APAC region 

  • Track record combining account management with new business / hunting success is a strong advantage 

  • Prior experience selling index, data, analytics, or structured products is a strong advantage 

  • A Bachelor's degree is required; an advanced degree or CFA is advantageous 

About MSCI

What we offer you

  • Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
  • Flexible working arrangements, advanced technology, and collaborative workspaces.
  • A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
  • A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
  • Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, AI Learning Center , LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
  • Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
  • We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our vision – to power better decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI strengthens global markets by connecting participants across the financial ecosystem with a common language. Our research-based data, analytics and indexes, supported by advanced technology, set standards for global investors and help our clients understand risks and opportunities so they can make better decisions and unlock innovation. We serve asset managers and owners, private-market sponsors and investors, hedge funds, wealth managers, banks, insurers and corporates.

MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email [email protected] and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.


To all recruitment agencies

MSCI does not accept unsolicited CVs/Resumes. Please do not forward CVs/Resumes to any MSCI employee, location, or website. MSCI is not responsible for any fees related to unsolicited CVs/Resumes.


Note on recruitment scams

We are aware of recruitment scams where fraudsters impersonating MSCI personnel may try and elicit personal information from job seekers. Read our full note on careers.msci.com

Skills Required

  • Seven to ten years of experience in financial services sales, ideally covering sell-side clients in Hong Kong or APAC
  • Understanding of international sell-side institutions, investment management processes, and global equity markets
  • Strong English communication skills
  • Bachelor’s degree
  • Ability to manage existing relationships and develop new-logo business
  • Strong sales closing skills and ability to work independently
  • Experience covering or developing offshore Chinese financial services clients in Hong Kong
  • Mandarin fluency
  • Experience selling index, data, analytics, or structured products
  • Track record combining account management with new-business development
  • Advanced degree or CFA

MSCI Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MSCI Inc. and has not been reviewed or approved by MSCI Inc..

  • Fair & Transparent Compensation Compensation is characterized as competitive in several functions, with strong total compensation cited for higher-paid roles and market-aligned packages described as a baseline.
  • Healthcare Strength Health coverage is positioned as comprehensive, including medical, dental, vision, mental-health support via an Employee Assistance Program, and care-navigation resources.
  • Retirement Support Retirement support includes a 401(k) with company contributions and automatic enrollment, plus related financial protections such as life and disability insurance and an HSA option with employer contribution when selected.

MSCI Inc. Insights

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The Company
HQ: New York, NY
5,040 Employees

What We Do

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

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