Sales Development Representative (BB-D6BB0)

Found in: Neuvoo HK


The Group:

Looking for a sales role at a global financial services brand in Hong Kong or Singapore? Morningstar`s Business Development & Sales group is responsible for helping our clients build their businesses and provide better outcomes to empower investors. The group is structured primarily along the following client segments: wealth management, asset management, institutional consultants, academics, pensions and hedge funds.

In the Sales Development Representative (SDR) role, you will run a high volume of outreach, make connections with decision-makers at investment companies, and generate new business opportunities for our Sales Team. Successful candidates will be willing to embrace challenges and change, consider themselves excellent communicators, and have a natural curiosity to learn about others and their needs.

Are you motivated, ambitious and able to multi-task? Then you could be just what we are looking for.

The Role:

 In the SDR role, you will represent Morningstar`s research, data, indexes and financial software capabilities to the appropriate financial services firms. Our SDRs are the first point of contact for the vast majority of our new business opportunities. As an SDR, you’ll run a high volume of outreach, make connections with decision-makers at companies that fit our ideal customer profile, and generate new business opportunities for our Regional Sales team. A successful SDR embraces challenges and change, considers themselves a people person, and has a natural curiosity to learn about others and their needs. This is a role that makes a direct and significant impact in our business, working closely with the product development, marketing, and other sales teams for the solutions you represent.

The SDR role provides boundless opportunities for both personal and professional growth. The SDR team serves as a launchpad to accelerate your sales career at Morningstar. For those dedicated to exceed expectations, career paths at Morningstar are endless.


•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
  • calendar_today1 day ago

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    location_onHong Kong

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