Job Description
Position Title
Client Manager
Company Overview
We provide expert financial, strategic, and business advisory services to small and medium-sized enterprises across NSW. Our clients include professional practices, construction and property firms, trades, and high-net-wealth individuals.
Role Overview
As Client Manager, you’ll be the key relationship lead for a portfolio of SME clients. You’ll work closely with internal teams to deliver tailored advisory solutions that support client growth and long-term success.
- Act as primary contact for a portfolio of SME clients
- Build strong, trusted relationships and understand client goals
- Deliver strategic advice across finance, risk, and growth
- Coordinate internal teams to ensure seamless service delivery
- Prepare client reports, proposals, and presentations
- Identify opportunities for additional services and solutions ...