Job Description

Client Engagement & Marketing Coordinator n

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: n

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.

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

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

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Language: Mandarin and English speaking required

Key Responsibilities: 1. Content Production n

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

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

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Research market news, economic data, and competitor activity.

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

2. Client Engagement & Follow-up n

Contact and follow up with existing clients and prospects.

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

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Maintain regular communication with assigned client lists.

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Identify client interests and potential opportunities.

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

3. Meeting & Event Coordination n

Support the business development team with meeting scheduling.

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Contact qualified prospects and existing clients to arrange meetings.

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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 n

Maintain accurate client and prospect information.

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Update follow-up records and meeting outcomes.

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Track campaign and event activity and prepare simple weekly activity reports.

Key Performance Indicators: n

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

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Client follow-ups completed

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Client engagement and response rates

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Qualified meetings booked and event registrations

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Lead handovers to the business development team

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CRM completion and data accuracy

Qualifications: Key Qualifications: n

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

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

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Proactive, commercially minded, and confident communicating with clients.

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

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Familiarity with WeChat, Xiaohongshu, or other digital platforms.

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Ability to work independently and manage multiple priorities.

Preferred Qualifications: n

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

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

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

What You’ll Gain: n

Flexible part-time working arrangement

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

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📌 Client Engagement & Marketing Coordinator (New South Wales)
🏢 BCR (Bacera
📍 New South Wales