We are looking for an ambitious, adaptable, and self-motivated sales professional to join our team in Hong Kong. Reporting to the Managing Director of Enterprise Products, Greater China, and the regional sales leader, this role is responsible for driving revenue growth through new client acquisition, expanding relationships within existing accounts, and retaining strategic clients. Target client segments include insurance companies, asset managers, brokerage firms, banks, wealth management firms, and fintech companies. The successful candidate will represent Morningstar's suite of investment research, data, analytics, and wealth management solutions.
Key Responsibilities
- Achieve sales targets by driving new client acquisition, cross-selling solutions, and expanding business within existing accounts.
- Build and maintain strong relationships with senior stakeholders across assigned client accounts.
- Collaborate with sales professionals, product specialists, product teams, and client support teams to deliver solutions that address client needs and business objectives.
- Identify market opportunities and align Morningstar's offerings with evolving client and industry requirements.
- Maintain a healthy sales pipeline, accurate forecasts, and CRM records.
- Manage contract renewals and retention efforts to protect and grow recurring revenue.
Qualifications
- Passionate about helping investors and clients achieve their goals.
- Excellent communicator and dynamic presenter with strong commercial and relationship management skills.
- Proven team player who promotes collaboration across sales, product, and client service teams.
- 5+ years of B2B sales, business development, or relationship management experience, preferably within financial services, fintech, investment research, or market data.
- Prior experience selling financial data, software, research, analytics, or investment solutions is highly desirable.
- Ability to understand complex client requirements and quickly learn Morningstar's capabilities and value proposition.
- Fluent in Cantonese, Mandarin, and English, both written and spoken.
- Bachelor's degree or equivalent professional experience.
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.
A99_MstarAsiaLtd Morningstar Asia Ltd (Hong Kong) Legal EntitySkills Required
- 5+ years of B2B sales, business development, or relationship management experience
- Fluency in Cantonese, Mandarin, and English, written and spoken
- Bachelor's degree or equivalent professional experience
- Excellent communication, presentation, commercial, and relationship management skills
- Ability to understand complex client requirements and learn product capabilities quickly
- Experience selling financial data, software, research, analytics, or investment solutions
- Experience in financial services, fintech, investment research, or market data
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.
