CITIC CLSA

Asia-focused capital markets and investment group

Client Strategy & Distribution Lead - Research

Sales OperationsConfirmed live in the last 24 hours

Full-timeHong KongNo salary listedIn-person

About the Job

Requirements

A Master Degree or equivalent is required.
Seven to twelve years of experience in financial services, preferably in research, sales, strategy, or business management.
Strong understanding of how research drives client engagement and revenue.
Comfort working with client data, metrics, and performance analytics.
Ability to influence across Research, Sales, and senior leadership.
Clear and concise communication and ability to present insights effectively.
Fluency in English is required.

Responsibilities

Optimize delivery of research products, including reports, data, events, and bespoke insights, across institutional and internal clients.
Partner with Research and Sales teams across all departments to enhance reach, engagement, and client experience.
Work with the Institutional Equity Client Strategy team to augment the Equity client segmentation framework for cross-department use, based on revenue potential and strategic importance.
Define differentiated servicing models to ensure effective allocation of research resources.
Produce regular analytics on client engagement, servicing intensity, and commercial outcomes.
Translate data into clear recommendations for senior management and front-office teams.
Identify opportunities to increase revenue through improved targeting, distribution, and client prioritization.
Support initiatives linking research engagement to trading activity and commission generation.
Improve distribution processes, workflow efficiency, and data capture.
Partner with Technology teams to enhance tools, automation, and reporting capabilities.

Desired Qualifications

Mandarin language proficiency is strongly preferred.

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

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About the Company

CITIC CLSA

Asia-focused capital markets and investment group

CITIC CLSA provides capital markets and investment services in Asia and beyond, supporting global institutional investors, corporations, governments, and high-net-worth individuals. The company uses its award-winning research, extensive Asia network, and direct links to China to help clients access and invest in Asian markets. Its team operates across 13 countries in Asia, Australia, Europe, and the Americas, combining local knowledge with international reach. This mix helps clients execute deals, conduct in-depth market analysis, and grow their investment portfolios through China and Asia-focused opportunities. What sets CITIC CLSA apart is its deep regional network and China connections, which contrast with broader global banks and smaller regional firms. The goal is to enable clients to grow by leveraging Asia’s markets and China’s opportunities through expert advisory, research, and execution across the globe.

Company size: 1,001-5,000
Company stage: Not listed
Total funding: $834.9M
Headquarters: Central and Western District, Hong Kong
Founded: 1986

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