Job ref no.: CT3126656-01#6970

Sales Development Representative




• Act as consultants for Morningstar’s capabilities; our clients appreciate the value of our capabilities for their needs, so we take the time to understand and address those needs head on;

• Work with a strong sense of urgency, which translates into activity with the expectation of making 50 calls/ outbound emails per day;

• Ask thorough and pointed questions, guiding potential clients through needs assessment and discovery sessions to qualify the prospect and drive new opportunities;

• Demonstrate extensive product and industry knowledge to our potential client base;

• Collaborate with Morningstar’s marketing & communications, sales and product teams to proactively follow leads and help support strong business growth


• Fluency in English and Mandarin is a must

• Excellent organization, prioritization, verbal and written communication skills

• Possess strong negotiation skills and can effectively advance leads through the sales cycle

• Self-motivated worker who is dedicated and committed to succeed in daily, weekly and monthly goals

• Team player with entrepreneurial spirit who is willing to try new ideas to achieve greater levels of success

• Passion for financial markets, investing, and sales

• Generally, have at least one to three (1-3) years of professional work experience, ideally in some type of sales role;

• Have positive, focused, goal - oriented attitudes and mentalities and can be motivated both as an individual and as part of a team;

• A bachelor’s degree is required.


  • A comprehensive new starter training program, introducing you to the financial services industry, our solutions, and us as a company
  • Generous annual education allowance to pursue further study and personal development
  • Casual dress code, we want our employees to be comfortable working day-to-day
  • An inclusive work culture that celebrates diversity

Interested parties please click Apply Now to apply job.

Morningstar is an equal opportunity employer.

A99_MstarAsiaLtd Morningstar Asia Ltd (Hong Kong) Legal Entity


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More job information
Job ref no. CT3126656-01#6970
Job Function
Employment Term
  • Permanent
  • Full-time
  • 1 year - 3 years
Career Level
  • Entry level
  • Degree
  • Education subsidies