Client Strategy & Distribution Lead, Research

CLSA; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

CLSA seeks a commercially minded, data-driven professional to lead Research Distribution and Client Strategy in Hong Kong. The role intersects research, sales and client engagement to maximise the commercial impact of our research platform across assets from equities to fixed income and wealth management.

You will design client segmentation, optimise delivery across channels, and generate insights on client behaviour to support revenue growth. Strong English is required with Mandarin preferred.

Qualifications

• 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.

Responsibilities

• Lead Research Distribution and Client Strategy to maximise commercial impact across business areas.
• Design client segmentation and optimise how research is delivered across client channels.
• Produce analytics on client engagement, servicing intensity, and commercial outcomes.
• Translate data into actionable recommendations for senior management and front office teams.
• Identify opportunities to increase revenue through improved targeting, distribution and client prioritisation.
• Improve distribution processes, workflow efficiency and data capture.

Education

Master Degree or equivalent

Job 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
• 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