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Client Strategy & Distribution Lead, Research

CITIC Securities International Company Limited Hong Kong
Posted 2 days ago Permanent Competitive

Client Strategy & Distribution Lead, Research

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

  1. Optimise delivery of research products (reports, data, events, bespoke insights) across institutional and internal clients
  2. Partner with Research and Sales teams across all departments to enhance reach, engagement, and client experience

Client Strategy & Segmentation

  1. 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
  2. Define differentiated servicing models to ensure effective allocation of research resources

Client Analytics & Insights

  1. Produce regular analytics on client engagement, servicing intensity, and commercial outcomes
  2. Translate data into clear recommendations for senior management and front office teams

Commercial Impact

  1. Identify opportunities to increase revenue through improved targeting, distribution and client prioritisation
  2. Support initiatives linking research engagement to trading activity and commission generation

Process & Platform Enhancement

  1. Improve distribution processes, workflow efficiency and data capture
  2. Partner with Technology teams to enhance tools, automation and reporting capabilities

Requirements

  1. Master Degree or equivalent
  2. 7 to 12 years experience in financial services (research, sales, strategy, or business management preferably)
  3. Strong understanding of how research drives client engagement and revenue
  4. Comfortable working with client data, metrics, and performance analytics
  5. Ability to influence across Research, Sales, and senior leadership
  6. Clear, concise, and able to present insights effectively
  7. Fluent English required, Mandarin strongly preferred
Job ID  JR003060
ABOUT COMPANY
Hong Kong
Asset Management

CITIC Securities International is a wholly owned subsidiary of CITIC Securities and its overseas business platform.

Our award-winning research, extensive footprint in Asia, direct links to China and highly experienced finance professionals set us apart within the industry.

As part of CITIC Securities (SSE: 600030, SEHK: 6030), China’s leading investment bank, CITIC Securities International is uniquely positioned to facilitate cross-border capital flows and connect China to the world and the world to China.

CITIC Securities International operates from 13 countries across Asia, Australia, Europe and the Americas. We offer comprehensives financial solutions to a large and diverse client base that includes global institutional investors, corporations, governments and high-net-worth individuals.

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