Client Manager

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
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