Key Responsibilities
- Develop new business opportunities and manage client relationships in South China.
- Understand client needs and deliver relevant Morningstar solutions through consultative selling.
- Manage sales opportunities from proposal and negotiation through contracting and closing.
- Support client renewals, including quotations, commercial discussions and contract coordination.
- Identify cross-sell and upsell opportunities within existing accounts.
- Support tender/bidding documentation and commercial proposals.
- Collaborate with Product, Customer Success, Finance, Legal and other internal teams.
Qualifications
- Relevant B2B sales, account management or renewal experience, preferably in financial services, fintech, data or software.
- Strong client relationship management, consultative selling and negotiation skills.
- Experience working with financial institutions is preferred.
- Strong organizational skills and commercial execution.
- Fluent written and spoken Mandarin and English.
Success in this role will reflect a balanced contribution across new business, renewals, client retention and account growth.
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.
C99_MstarResShenz Morningstar (Shenzhen) Ltd. Legal EntitySkills Required
- Relevant B2B sales, account management, or renewal experience
- Client relationship management, consultative selling, and negotiation skills
- Strong organizational skills and commercial execution
- Fluent written and spoken Mandarin and English
- Experience working with financial institutions
- Experience in financial services, fintech, data, or software
What the Team is Saying
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.
