Mildred Yuen
Summary
A professional in Corporate Strategy, Client Development and Relationship Management, with over 15 years of experience in the Auction, Luxury and Wealth Management industries.
Overview
21
21
years of professional experience
1
1
Certification
Work History
VP | Head of Client Services
ZHENG HE CAPITAL
07.2023 - Current
- Oversee Client Experience in general, collaborating closely with Operations, Technology, and Product teams.
- Develop content for client communications, including website, email templates, client onboarding UI/UX
- Identify and pursue new business opportunities and partnerships for the company’s Art Fund and Tokenization projects, including promotion of Museum Quality Art as an investment asset class
- Liaise with and manage third-party partners (eg. token custodians, lawyers, event agencies etc)
- Develop and execute plans for Events and Exhibitions that further develop business opportunities
- Collaborate with Hong Kong office to ensure alignment of product launch and marketing of the investment products.
Auctioneer
SOTHEBY'S
11.2021 - 12.2022
- A highly privileged and coveted role alongside my main position as Sales Director – Asia, Luxury Division
- Auctioneering duties included executing and directing live auction sales on the rostrum in front of a live audience of clients, telephone bidders, and online bidders
- I was selected based on my understanding of the auction business, general understanding of the property, practical performance on stage, and approval by individual category department heads to take their auction sales.
Deputy Director | Sales Director - Luxury
SOTHEBY'S
08.2021 - 12.2022
- Oversaw Strategic and Operational feasibility of the Luxury Division – Jewellery, Watches, Wine & Spirits, Handbags, Sneakers
- Responsible for Execution and Coordination of Auction Sales - Live and Online
- Managed and Directed the presentation, flow and execution of Previews and Exhibitions in Asia
- Advocated and managed the Marketing, Press, Events and Editorial Initiatives of Luxury Division – including events, catalogues, print, digital, editorial, social
- Strategized and Collaborated with London, Geneva and New York counterparts to ensure strategic and executional alignment for all regions
- Extremely tight coordination with all levels of business including Senior Management, Specialists, Marketing, Legal, Security, Client Experience, Art Counterpart etc.
Deputy Director | Client Strategist - Luxury
SOTHEBY'S
08.2017 - 08.2021
- Responsible for the development of: Asia clients in the Luxury departments (Jewellery, Watches, Wine), and Regional Clients (South East Asia) across all collecting categories (Art and Luxury)
- Tracked sales performance of 20 Relationship Managers (RM's)
- Generated and analyzed reports to spot opportunities for increasing client engagement and transactions
- Coordinated client strategies with London, Geneva and New York counterparts
- Worked proactively with RMs and Specialists to facilitate the business getting process via regular communication and client reviews
- Conducted pre- and post-sale meetings with departments to identify sale-through gaps, sale opportunities and understand new clients
- Assembled event guestlists and implement post-event debriefings to ensure client intelligence is shared and updated with a defined action plan
- Pulled ad-hoc business intelligence for Chairman client meetings, country reviews and Coverage Group meetings.
AVP | Senior Assistant Relationship Manager
RAFFLES FAMILY OFFICE
04.2017 - 08.2017
- Assisted top 2 RMs with all client matters including – creation of client presentations, preparation investment and insurance paperwork, and KYC/ AML assessments
- Liaised with external partners including: 4 major Private Banks (CS, UBS, LGT, JB) and 6 Insurance Providers (Manulife, Prudential, FWD, SunLife, BOCG,AIA)
- Assisted with development of marketing projects and initiatives (including production of corporate video)
Manager | Segments Strategy & Management
CITIBANK
02.2015 - 05.2016
- Responsible for managing and growing the business franchise of customer segments via Value Proposition, Customer Engagement, Privileges, Events, Global Banking, & Marketing
- Developed and launched programs for expanding the segments, including acquisition, channel optimization, product penetration, communications (eDMs, direct mailers, digital channels), etc
- Worked closely with frontline sales, product and marketing teams to ensure proper delivery of customer engagement model to enable excellent customer journey experience and stickiness
- Key Contribution: Launch of ‘Citi Priority’ – first new customer segment for Citi since 2006
Relationship Manager - Citigold
CITIBANK
01.2010 - 02.2014
- Wealth Advisor to HNWI and C-Level clients (Per Client AUM: SGD200K – 5Mil)
- Responsible for building and deepening client relationships through excellent customer service when handling product enquiries, financial transactions and portfolio advisory
- Met and exceeded individual and team revenue targets in sale of wealth advisory instruments (ie
- Unit Trusts, Foreign Exchange, Dual-Currency Accts, Treasury Bonds, Structured Products, Insurance)
- Trained and mentored new bankers on the platform
Personal Banker
CITIBANK
07.2007 - 12.2009
- Financial Planner to Mass/ Emerging Affluent Clients (Per Client AUM: SGD10K-200K)
- Met and exceeded revenue targets in sale of investment instruments and 7 Insurance partners
Client Relationship Officer
CITIBANK
07.2006 - 07.2007
- Provided first point of professional contact for clients entering Citibank and Citigold branches
- Attended to walk-in clients to ensure effective problem resolution and satisfactory customer experience
Intern | Advertising & Promotions Assistant
WING TAI CLOTHING
01.2003 - 06.2003
- Wrote media press-kits for Summer and Winter 03 collections for G2000 and U2
- Assisted in media liaison and fashion show preparations for: U2, G2000, TOPSHOP, TOPMAN, MISS SELFRIDGE, WAREHOUSE and KAREN MILLEN brands
Education
B. Soc. Sci (Hons) - Psychology
National University of Singapore (NUS)
Singapore07.2007
Cambridge GCE 'A' Levels; SAT Examinations -
Anglo-Chinese Junior College
Singapore12.2002
Cambridge GCE 'O' Levels -
Raffles Girls' School (Secondary)
Singapore12.2000
Skills
- Excellent Interpersonal and Communication Skills
- Teamwork and Collaboration
- Auction and Luxury
- Banking and Finance
- Regional Client Development
- Customer Experience and Relationship Management
- Business Strategy
- Corporate Strategy
- Events Logistics Management
- Microsoft Teams, Outlook, Word, Powerpoint and Excel
Certification
- CFP: Associate Wealth Planner (AWP)
- CMFAS (SG) 1b,5,6,6a,8,8a,9,9a, HI
- QEII (HK) 1,3,5
- HKSI 1,7,8
Mbti
ENFP
References
Kapil Kirpalani | COO, Zheng He Capital (Singapore)
Josh Pullan | MD, Global Luxury Division, Sotheby’s
Wenhao Yu | Chairman, Jewellery & Watches Asia, Sotheby’s
Ian McGinlay | Head of Client Strategy Asia, Sotheby's
Lai Yi-ning | Head of Affluent Citi Cards for APAC & EMEA, Citibank N.A
Chan, San San | Managing Director, APAC HNW Head, Citi Private Bank
Hobbies and Interests
- Painting
- Psychology
- Muay Thai
Languages
English
Bilingual or Proficient (C2)
Chinese (Mandarin)
Intermediate (B1)
Chinese (Cantonese)
Intermediate (B1)
Timeline
VP | Head of Client Services
ZHENG HE CAPITAL
07.2023 - Current
Auctioneer
SOTHEBY'S
11.2021 - 12.2022
Deputy Director | Sales Director - Luxury
SOTHEBY'S
08.2021 - 12.2022
Deputy Director | Client Strategist - Luxury
SOTHEBY'S
08.2017 - 08.2021
AVP | Senior Assistant Relationship Manager
RAFFLES FAMILY OFFICE
04.2017 - 08.2017
Manager | Segments Strategy & Management
CITIBANK
02.2015 - 05.2016
Relationship Manager - Citigold
CITIBANK
01.2010 - 02.2014
Personal Banker
CITIBANK
07.2007 - 12.2009
Client Relationship Officer
CITIBANK
07.2006 - 07.2007
Intern | Advertising & Promotions Assistant
WING TAI CLOTHING
01.2003 - 06.2003
B. Soc. Sci (Hons) - Psychology
National University of Singapore (NUS)
Cambridge GCE 'A' Levels; SAT Examinations -
Anglo-Chinese Junior College
Cambridge GCE 'O' Levels -
Raffles Girls' School (Secondary)
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