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Institutional Sales Representative

Platform Group Limited

Platform Group Limited

Sales & Business Development
Hong Kong
Posted on May 22, 2025

FactSet 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 FactSet, 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.

Institutional Sales Representative – Hong Kong

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 FactSet 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 FactSet’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, increasing net ASV at each account, with an 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 FactSet’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 activity
  • 5 years experiences in a client facing role with a minimum of 2 years experiences in Sales
  • Strong analytical skills and product knowledge
  • 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:

FactSet (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 at www.factset.com and follow us on X and LinkedIn.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to characteristics protected by law.