Client Strategy Manager

We are looking for a confident, commercially minded Client Strategy Manager who can lead meaningful client conversations, communicate the value of our services and convert suitable prospective clients into engaged clients.

This role combines consultative sales and ongoing client relationship management. You will conduct strategy appointments and take ownership of your allocated clients, helping them stay informed and supported as they progress through our process.

About the role

You will meet with prospective clients, primarily through online video appointments, to understand their financial circumstances, property investment aspirations and future goals.

You will ask thoughtful questions, identify their needs, explain how Regatta Financial can assist and confidently guide suitable clients through the decision to engage our services.

Following engagement, you will remain a key point of contact, coordinating with our internal team and specialist partners to keep each client’s journey progressing.

Key responsibilities

• Conduct structured strategy appointments with prospective clients.
• Build rapport, trust and credibility while discussing personal financial circumstances.
• Understand clients’ income, mortgage commitments, debts, property ownership and future objectives.
• Help clients recognise gaps between their current position and their goals.
• Clearly explain Regatta Financial’s services, fees, process and value.
• Address questions and objections professionally, without pressure or unrealistic promises.
• Convert suitable prospective clients into engaged clients.
• Manage an allocated client portfolio, maintaining regular communication and following through on agreed actions.
• Coordinate client progress across onboarding, finance, property selection and purchase milestones.
• Identify delays, follow up outstanding requirements and escalate issues when needed.
• Maintain accurate CRM records, meeting notes, tasks and next steps.
• Work towards agreed sales, conversion, client service and progression targets.

About you

You are comfortable leading a conversation, asking meaningful questions and helping people make informed decisions. You can confidently ask for the business and take responsibility for the relationship after the client engages.

You will bring:

• Demonstrated success in consultative sales, ideally within property, finance or another service-based industry.
• Strong relationship management and client communication skills.
• Confidence presenting value, handling objections and closing sales.
• The ability to discuss financial circumstances sensitively and professionally.
• Excellent organisation, attention to detail and consistent follow-through.
• Confidence using CRM systems, video meeting platforms and digital processes.
• The ability to manage sales appointments alongside an active client portfolio.
• A genuine interest in property investment and helping clients work towards their financial goals.
• Sound judgement about when to involve qualified specialists.

What we offer

• $100,000 annual base salary plus commission.Expected OTE $250,000
• A role combining client strategy, consultative sales and ongoing relationship management.
• The opportunity to support clients throughout their property investment journey.
• A full-time position based in Surfers Paradise on the Gold Coast.

About Regatta Financial

Regatta Financial helps everyday Australians explore pathways towards their financial and property investment goals.

Our process starts with understanding each client’s circumstances and objectives. We then guide suitable clients through a coordinated journey involving client onboarding, specialist finance support, property selection and the purchase process through to settlement.

We value clear communication, accountability and consistent client care.