Join to apply for the Institutional Sales Representative role at Fact Set2 days ago Be among the first 25 applicants Join to apply for the Institutional Sales Representative role at Fact Set Get AI-powered advice on this job and more exclusive features. Fact Set creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At Fact Set, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Location: Hong Kong Department: Hong Kong Buyside Sales Job Description Summary The Institutional Sales Rep will drive institutional sales by building strong relationships by providing the highest level of service to maximize client satisfaction and grow ASV. This includes negotiating annual contract terms and emphasizing long term relationships. It also means echoing a consistent message of partnering across Fact Set teams to explore new and creative ways we can service our clients. The ideal candidate will be able to drive sales where growth exists, and at the same time solidify our client base. We are seeking an ambitious, motivated, and deal-driven individual to work in our Hong Kong Buyside sales team. Hong Kong is a strong, developed market with an appetite for sophisticated analytical tools, providing excellent growth opportunities on the buy-side and sell-side. The successful candidate will be expected to exceed an Annual Subscription Value (ASV) goal by expanding Fact Set’s footprint in our existing accounts while organizing strategies for client retention. Responsibilities Take responsibility for maintaining and developing a book of business, defining a strategy for each client with measurable objectives Execute on strategic and tactical growth plans with tenacity, increasing net ASV at each account, with an and organized approach properly documented in Salesforce Gain complete knowledge of assigned accounts and all product offerings. Expand working knowledge of the financial industry, various client workflows and Fact Set’s value proposition versus industry competitors. Develop and maintain strong relationships with the business to drive engagement and partnership Work closely with Specialty Sales and Client Service to maximize client satisfaction and retention Allocate time effectively between uncovering new revenue-generating opportunities, upselling, and account management. Manage the sales process from lead generation to demonstration to close Maintain collaborative and highly communicative relationships with cross-functional internal stakeholders and establish yourself internally as a positive and productive front-line leader Requirements Demonstrated history of exceeding goals and a high level of activity3 to 4 years experiences in a client facing role, experiences in Sales is preferred Strong analytical skills and buy-side product knowledge Demonstrate an understanding in the Sales cycle Proactive and a sense of initiative Strong communication and interpersonal skills Proven ability to interact effectively with senior-level client contacts Ability to work independently, as a team member, and as a leader Fluent in Mandarin, Cantonese, and English Company Overview Fact Set (NYSE: FDS | NASDAQ: FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more atwww.factset.comand follow us on Xand Linked In. At Fact Set, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Sales and Business Development Referrals increase your chances of interviewing at Fact Set by 2x Sign in to set job alerts for “Institutional Sales Representative” roles. Institutional Sales, Investment Management, Analyst, Hong Kong Senior Institutional Sales - Global Brokerage Platform (Crypto/Dervatives) - HKD1.2m - 1.5m base + Bonus Central & Western District, Hong Kong SAR 11 hours ago VP/DIR Senior China FX & Rates Strategist Associate Director, Macro Sales - Corporate and Institutional Banking A leading buyside - Equity Research, AVP/VPGlobal Markets Sales & Trading Rotational Summer Analyst - 2026 - Hong Kong Senior Associate / Manager – Business Analyst – FS Advisory – Hong Kong We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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