About Us:

Founded in 2008 in Sydney, Australia, BCR is a global leader and award-winning financial services company with over 15 years of expertise and commitment to the financial services industry.

Job Summary:

We are looking for a proactive and commercially minded Part-Time Client Engagement & Marketing Coordinator to support our growing business in Sydney. This is a hands-on execution role focused on three key areas: Content Production, Client Follow-up, and Meeting & Event Engagement. You will work closely with senior management and the business development team to turn market insights, marketing campaigns, and client databases into measurable client engagement and business opportunities.

- Employment Type: Part-Time (15–20 hours per week)

- Remuneration: $30–$40 per hour + superannuation (depending on experience)

- Language: Mandarin and English speaking required

Key Responsibilities:

1. Content Production

- Assist with producing and distributing financial market and product-related content.

- Repurpose market insights into WeChat, Xiaohongshu, short-form video, and client communications.

- Research market news, economic data, and competitor activity.

- Support webinar, seminar, and campaign content. (Target: 3–5 quality content outputs per week)

2. Client Engagement & Follow-up

- Contact and follow up with existing clients and prospects.

- Invite clients to webinars, seminars, meetings, and other engagement activities.

- Maintain regular communication with assigned client lists.

- Identify client interests and potential opportunities.

- Record all meaningful client interactions in the CRM. (Target: 30–50 meaningful client follow-ups per week)

3. Meeting & Event Coordination





- Support the business development team with meeting scheduling.

- Contact qualified prospects and existing clients to arrange meetings.

- Coordinate seminar and webinar invitations, manage registrations, and conduct post-event follow-up. (Target: 8–10 qualified invitations & 3–5 qualified meetings booked per week)

4. CRM & Reporting

- Maintain accurate client and prospect information.

- Update follow-up records and meeting outcomes.

- Track campaign and event activity and prepare easy weekly activity reports.

Key Performance Indicators:

Performance will be measured primarily by activity and qualified outcomes, including:

- Content produced

- Client follow-ups completed

- Client engagement and response rates

- Qualified meetings booked and event registrations

- Lead handovers to the business development team

- CRM completion and data accuracy

Qualifications:

Key Qualifications:

- Strong Mandarin and English communication skills (written and spoken).

- Excellent written communication, organizational, and follow-up skills.

- Proactive, commercially minded, and confident communicating with clients.

- Interest and passion for global financial markets, investments, or FinTech.

- Familiarity with WeChat, Xiaohongshu, or other digital platforms.

- Ability to work independently and manage multiple priorities.

Preferred Qualifications:

- RG146 Certification in Generic Knowledge, Foreign Exchange, or Derivatives.

- Prior experience in financial services, marketing, sales, events, or client engagement is an advantage.

- Bachelor’s degree in Business, Finance, Marketing, or a related field.

What You'll Gain:

- Flexible part-time working arrangement

- Direct exposure to financial markets and the Australian financial services industry.

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