Index Sales Director
Hong Kong

Role :

Morningstar Indexes team seeks a highly motivated Index Sales Director focused on growing a book of assigned clients and prospects in the Asset Manager, Market Maker, Hedge Fund and Bank / Broker Dealer client segments.

You will represent Morningstar’s suite of Index data products and will collaborate with on opportunities for Index data solutions.

You will also represent the Morningstar Indexes suite of products to be used as the basis for investable products such as ETFs, UCITS, structured and insurance products, and separately managed / commingled institutional accounts.

Because this role covers a wide range of opportunities, it will require approximately 25% travel. This position will be based in Honk Kong, but a regional role covering South East Asia (including Singapore), Hong Kong, and Taiwan.


  • Exceed revenue targets.
  • Forecast and proactively uncover short term and long-term strategic sales opportunities with clients and prospects.
  • Proactively collaborate with Index Customer Success and Product teams to determine optimal solutions for sales opportunities.
  • Document activities in CRM system.
  • Master product demonstrations and knowledge of product capabilities and benefits.
  • Establish and build key client relationships individually and in strong collaboration with the Strategic Account Sales team.
  • What You Will Bring

  • Candidates should have at least five (5) years of sales and account management experience in the index industry.
  • Proven track record of exceeding prior annual sales targets.
  • Ability to build long-term client relationships with executive and senior leadership within an assigned book of business through a hands-on, collaborative, organized approach.
  • Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
  • Ability to understand complex investment concepts.
  • Requirements

  • Language : English (required) & Mandarin / Cantonese (preferred)
  • A bachelor’s degree required; MBA or CFA a plus.
  • A98 MstarResSingapor Morningstar Research Pte Ltd. (Singapore) Legal Entity


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