CareerPlan

Senior Account Manager, Investment Research Services

Hong Kong, Hong Kong, HKFull-time2026-11-06 → 2026-11-10

Core

Manage and develop an established portfolio of Australian investment clients, driving revenue growth through contract renewals, upselling, and cross-selling.

Role type

Senior B2B account manager (investment research services)

Builds

Specialist insights and research services for investment professionals

Domain

Financial services / Investment research

Deliverable

client delivery

Required skills

B2B account management, commercial relationship management, revenue target achievement, contract negotiation, stakeholder management, account growth planning, sales pipeline management

Preferred skills

Experience with Australian or Western-market clients, expert networks, financial information, research services, business intelligence, subscription-based solutions

Technologies

N/A

Responsibilities

Manage and develop an established portfolio of Australian investment clients; Drive revenue growth through contract renewals, upselling and cross-selling; Lead pricing discussions and negotiate commercial agreements; Monitor client engagement, identify retention risks and develop account growth plans; Collaborate with internal teams to deliver a high-quality client experience; Maintain accurate account records, sales pipelines and forecasts

Seniority

Senior, hands-on IC