Sales Support and Pre-sales Consultant

Key Responsibilities:

• Support the Country Leader in identifying, evaluating, and pursuing new business opportunities through comprehensive market research and analysis.
• Assist in preparing proposals, reports, presentations, and other business-related documents.
• Maintain and update the business development pipeline and CRM system to track opportunities and client interactions accurately.
• Provide pre-sales support, including coordinating and participating in client meetings, fostering client relationships, and handling administrative tasks such as scheduling, correspondence, and document management.
• Monitor industry trends and competitor activities to identify growth opportunities and inform strategic decision-making.

Key Requirements:

• At least 3 years of experience in financial services or related fields, preferably in business development-related disciplines.
• Strong analytical and research skills.
• Excellent communication and interpersonal abilities.
• Capability to work both independently and collaboratively in a team environment.
• Exceptional organizational skills with keen attention to detail.
• Proficiency in English.

Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We've found that we're at our best when we're purposely together on a regular basis, at least three days 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.
A97_MstarTaiwan Morningstar Taiwan (Branch) Legal Entity