Winner – Best News Website or Mobile Service | Asian Digital Media Awards 2019

Sales Specialist (Green Bond Second-Party Opinions products) - Beijing

Date Published

Beijing China


Morningstar Inc.

More information

Visit the company website

Morningstar, Inc., a leading global provider of independent investment research, is immediately seeking innovative sales/business development professionals to grow ESG business, specifically Sustainalytics’ fast-growing Green Bond Second-Party Opinions product, in China.

As a sales/business development professional, you must generate revenue for Morningstar by effectively managing a sales territory. You will develop and maintain client relationships by assessing a client’s needs, as well as use a consultative approach to assemble creative solutions from Morningstar ’s Sustainable Finance Services. This person must quickly develop a thorough understanding of our capabilities and how our solutions solve problems. This position requires client-facing travel within an assigned territory and is based in our Beijing or Shanghai office.

Key responsibilities

  • Lead business development & sales for assigned territory, in coordination with Morningstar China market strategy and Sustainalytics’ product strategy;
  • Execute and manage sales independently from prospect research/lead generation through opportunity closing/handing-over to delivery;
  • Lead response to requests for proposals in coordination with product and inside sales;
  • Act as a trusted advisor to underwriters and corporate bankers on how to integrate sustainable finance solutions into their product offering;
  • Monitor market developments, regulations, and standards; identify and share business and product innovation opportunities;
  • Collaborate with marketing in lead generation and brand marketing activities;
  • Build, maintain and extend professional networks in the local market;
  • Represent the company at industry events, conferences, and networking groups;
  • Provide regular reporting and manage own data in business systems, like, CRM;
  • Support and adhere to business processes.


The ideal candidate will have a background in investment banking or commercial banking, independent ESG service provider or a related support services provider.

  • At least 3 years of relevant experience in corporate banking or ESG;
  • 2+ years of sales experience;
  • Mindset and skills in solution-oriented sales, and a creative problem solver;
  • Ability to present complex products;
  • Demonstrated knowledge and understanding of financial services and investing industry;
  • Knowledge of and demonstrated passion for sustainability and/or responsible investment;
  • Collaborative approach to work, excellent interpersonal skills and with high level of integrity;
  • Excellent communication, writing and presentation skills;
  • A Bachelor’s degree is required;
  • Native Mandarin speaker; fluent in English.

晨星(Morningstar, Inc.,)是一家全球领先的独立投资研究机构,现正在招聘有创意的销售/业务拓展专业人员,以期在中国快速发展Sustainalytics的绿色债券第二方意见(Second-Party Opinions)业务。



  • 负责指定地区的业务开发和销售,并保证符合晨星的中国市场策略和Sustainalytics的产品策略;
  • 独立管理及完成从发掘并跟踪潜在客户直至签约后的项目交付的销售周期;
  • 在与产品和内部销售充分协调的基础上,负责完成投标过程;
  • 赢得债券承销商和企业银行家的信赖,并引导他们如何将可持续金融解决方案整合到其产品中;
  • 跟踪市场,法规和标准的发展及演变;获取并分享业务和产品创新机会;
  • 与市场部合作开发潜在客户及做品牌营销活动;
  • 建立,维护和扩展本地市场的客户关系;
  • 代表公司参加行业活动,会议和社交活动;
  • 提供定期报告并将必要的商务活动及客户交流录入系统(如,CRM)中;
  • 支持并遵守业务流程。



  • 三年及以上在企业银行或ESG方面的相关经验;
  • 两年或以上的销售经历;
  • 面向解决方案的销售的​​心态和技能;
  • 富有创造力的问题解决者;
  • 具有展示复杂产品的能力;
  • 具有对金融服务和投资行业的知识和理解;
  • 了解可持续性和/或负责任投资,并对此有热情;
  • 有团队合作精神,出色的人际交往能力,并高度诚信;
  • 出色的沟通,写作和表达能力;
  • 需要学士学位;
  • 普通话是母语;并具有流利使用(听/说/读/写)英语的能力。

C99_MstarResShenz Morningstar (Shenzhen) Ltd. Legal Entity

Asia Pacific's Hub For Collaboration On Sustainable Development
An Eco-Business initiative
The SDG Co