Client Strategy & Distribution Lead, Research

CITIC Securities International Company Limited; Hong Kong; On-site; HKD 1,200,000 - 1,800,000; Full time

Job summary

CITIC Securities International Company Limited in Hong Kong is seeking a commercially minded, data-driven professional to lead Research Distribution and Client Strategy. You will design client segmentation and optimise how research is delivered across client channels to drive revenue growth.

The role combines research, sales and client engagement, requiring collaboration with front office teams, and the ability to translate analytics into actionable recommendations for senior management.

Qualifications

• Master degree or equivalent required.
• Fluent English required; Mandarin strongly preferred.
• Ability to design and implement client segmentation.

Responsibilities

• Lead Research Distribution: optimise delivery of research products across institutional and internal clients.
• Client Strategy & Segmentation: augment Equity client segmentation framework for cross-department use based on revenue potential.
• Client Analytics & Insights: produce regular analytics on client engagement, servicing intensity, and commercial outcomes; translate data into actionable recommendations.
• Commercial Impact: identify opportunities to increase revenue through better targeting, distribution and client prioritisation; support linking engagement to trading activity and commissions.
• Process & Platform Enhancement: improve distribution processes, workflow efficiency, data capture, and collaborate with Technology to enhance tooling and reporting capabilities.

Skills

Fluent English

Mandarin

Client segmentation

Education

Master Degree or equivalent

Job description

• Master Degree or equivalent
• Fluent Eng required, Mandarin strongly preferred
• You will design and implement client segmentation

Position Description

CSI is seeking a commercially minded and data-driven professional to lead Research Distribution and Client Strategy. This role sits at the intersection of research, sales, and client engagement, with a clear mandate: maximise the commercial impact of our research platform across all business areas, from Equities through to Fixed Income and Wealth Management. You will design and implement client segmentation, optimise how research is delivered across client channels, and generate actionable insights on client behaviour to support revenue growth.

Key Areas of Responsibilities

Research Distribution

Optimise delivery of research products (reports, data, events, bespoke insights) across institutional and internal clients

Partner with Research and Sales teams across all departments to enhance reach, engagement, and client experience

Client Strategy & Segmentation

Work in conjunction with the Institutional Equity Client Strategy team to augment the Equity client segmentation framework for cross department usage based on revenue potential and strategic importance

Define differentiated servicing models to ensure effective allocation of research resources

Client Analytics & Insights

Produce regular analytics on client engagement, servicing intensity, and commercial outcomes

Translate data into clear recommendations for senior management and front office teams

Commercial Impact

Identify opportunities to increase revenue through improved targeting, distribution and client prioritisation

Support initiatives linking research engagement to trading activity and commission generation

Process & Platform Enhancement

Improve distribution processes, workflow efficiency and data capture

Partner with Technology teams to enhance tools, automation and reporting capabilities

Requirements

Master Degree or equivalent

7 to 12 years experience in financial services (research, sales, strategy, or business management preferably)

Strong understanding of how research drives client engagement and revenue

Comfortable working with client data, metrics, and performance analytics

Ability to influence across Research, Sales, and senior leadership

Clear, concise, and able to present insights effectively

Fluent English required, Mandarin strongly preferred