Business Relationship Manager / Senior Credit Analyst
Perks is seeking a dedicated and results‑driven professional to join our Banking & Finance team as a Business Relationship Manager or Senior Credit Analyst. This role offers the opportunity to contribute to the growth and success of our clients while working within a collaborative and high‑performing environment.
About Perks
Perks is recognised as one of the largest, privately‑owned mid‑tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses to grow and prosper. With a history spanning over four decades, we now proudly count more than 240 team members. We invest in systems, skills and growth opportunities that support our people and the work they do.
About The Role
As a Business Relationship Manager, you will play a pivotal role in managing and developing client relationships across a diverse portfolio. You will work closely with internal stakeholders and external partners to deliver tailored financial solutions and support the ongoing success of our clients. Commercial experience is essential, including understanding of commercial lending, credit analysis and the ability to structure solutions for business clients. Depending on experience, there may be an opportunity to begin as a Senior Credit Analyst and move into the Business Relationship Manager role within 12–24 months.
Responsibilities
- Develop and maintain strong relationships with clients and key stakeholders
- Analyse financial and credit data, including reference checks, credit ratings and application forms, to develop financial strategies and recommendations
- Package loan applications to lenders, tailored to suit each client’s personal and business needs
- Assess risks and opportunities for clients through financial modelling and analysis
- Prepare concise and logically sound credit applications for clients across both residential and commercial sectors
- Manage the portfolio in collaboration with the Client Services Director, including pipelines, client reviews, leads, and client interactions
- Provide high‑quality service and support to clients, with a focus on commercial lending and finance
- Collaborate with colleagues to deliver comprehensive financial solutions
- Contribute to the achievement of team and organisational objectives
About You
- Demonstrated experience (minimum 2 years) in banking, finance or a related sector with a strong focus on commercial clients
- Completion of or currently undertaking Cert IV or Diploma of Finance & Mortgage Broking Management
- Proven commercial lending and credit analysis skills
- Excellent communication and interpersonal abilities
- Strong analytical and problem‑solving skills
- Ability to manage multiple priorities and work effectively in a team setting
- Commitment to delivering exceptional client outcomes
Culture & Benefits
- Industry‑competitive salary package with annual review process
- Flexible working arrangements
- Training and development opportunities
- Wellbeing initiatives to support physical, mental and financial health, including wellness programs and access to professional counselling
- Opportunities to contribute to the broader community (e.g., volunteering)
- Regular social & networking events
Seniority Level
Entry level
Employment Type
Full‑time
Job Function
Sales and Business Development
Industry
Accounting
Location
Adelaide, South Australia, Australia
Application & Contact
If you are ready to bring your expertise to Perks and make an impact, please send your resume and cover letter detailing your current experience and motivation to apply. For inquiries, contact Zoe Oster, Talent & Development Specialist at.
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