Client Strategy Coordinator
Hong Kong


The coordinator’s primary responsibility is to provide a high level of discrete, professional administrative assistance for RMs (Relationship Managers) by supporting their Client Strategist to help them achieve their priority client goals.


Client Strategy support :

  • Ensuring the accuracy and integrity of client information (collection values, ages, addresses, biographies, strategy summaries etc.
  • in client system / CRM

  • Providing research on new client acquisition utilising news articles, WealthX, Forbes and Hurun Lists and other such sources.
  • Assisting with the process of identifying cross dept and cross channel client growth opportunities
  • Partnering with Client Strategist / s in organizing room, audio, documents for strategic client meetings, such as client reviews, individual client team meetings, regional meetings / surgeries, specialist department / Client Group / RM collaboration opportunities, Pre and Post Sale meetings etc
  • Assisting Client Strategy to draft and circulate meeting minutes
  • Knowing the RMs client strategies and update client system / CRM with progress on assigned actions. For example, entering follow-up actions and notifying Client Strategist of planned informal events, lunches, meetings, etc.
  • to ensure that RM is capitalizing on all opportunities to execute bus dev plan

  • Setting up Internal team meetings around clients, taking follow up notes / minutes for such meetings, entering actions in client system / CRM for actions coming out of meetings
  • Bids Depts / Client Service :

  • Assisting the bids dept during sale time including processing Phone Bids, Absentee Bids and support the Online Bids environment.
  • Providing ad-hoc client service support to RMs including Condition Reports, Selling Points etc.
  • Events :

  • Facilitating the organization of client events in collaboration with RMs, Events and Client Strategy.
  • Proactively coordinating communications with Events to ensure timely invitation mailings and follow up event information is added to the client system.
  • Internal Admin :

  • Handling Phones, relaying messages as appropriate; fielding general enquiry email and calls
  • Maintaining files (digital or hard-copy depending), Organizing Mail, Managing mailings and packages to clients via messenger and UPS / FedEx
  • Proof-reading and cross-referencing documents as needed
  • Create PowerPoint presentations (i.e. Lectures) as needed
  • Qualifications

  • Bachelor’s Degree required
  • Minimum 1-2 years of experience in an Administrative Assistant or similar role
  • Strong written / drafting skills for correspondence, reports and presentations
  • Adept at handling sensitive and confidential information in a discreet and professional manner
  • Strong multi-tasking and prioritizing skills
  • Good judgement and constantly on point in representing the Sotheby’s brand
  • Excellent interpersonal skills, enthusiastic client service attitude, team spirit and excellent telephone manner
  • Strong experience in Outlook, Word, Excel, and PowerPoint
  • Skilful ability to interact in a calm, mature and professional manner
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