Client Relationship Manager: Path to Practice Manager (Sydney)

Client Relationship Manager: Path to Practice Manager (Sydney)

25 Sep
|
James Hayes- Financial Planner
|
Sydney

25 Sep

James Hayes- Financial Planner

Sydney

James Hayes- Financial Planner in Caringbah seeks a Client Relationship Manager who will own client relationships end to end, from onboarding to post‑meeting follow‑ups, working directly with the principal adviser to grow the practice.

You are highly organised, client‑facing and tech‑savvy, with a view to expanding into workflow and practice‑management as the firm grows to multiple advisers and locations.

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📌 Client Relationship Manager: Path to Practice Manager (Sydney)
🏢 James Hayes- Financial Planner
📍 Sydney

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