Total 2 Others supp advisor job vacancies in Accounting / Auditing category in The Philippines

Due to ongoing growth at Radius, we are looking for a Senior Account Management Advisor  to join our team at our office in Kuala Lumpur, Malaysia.

In this role, you will be selling our fuel cards into the Malaysia market and will enjoy a varied role with fantastic opportunities to progress and develop your career.  

Key Responsibilities

• Serve as the main point of contact for assigned customers.
• Build and maintain trusted advisor relationships by proactively anticipating customer needs.
• Identify and resolve potential blockers to ensure continuous use of Radius products.
• Monitor and analyse customer product usage to forecast and track sales metrics.
• Drive revenue growth through upselling and cross-selling to existing clients.
• Generate referrals from existing customers to expand the client base.
• Reduce customer attrition by engaging and negotiating with customers considering account closure.
• Liaise with internal departments to ensure customer requirements align with company objectives.
• Provide cross-departmental support on an ad-hoc basis.
• Respond to customer enquiries promptly in line with target service levels.
• Resolve customer issues through effective escalation management and follow-up.
• Track and manage emails related to performance reviews.
• Support report generation, data gathering, and data cleansing activities as required.
• Maintain an average talk time of approximately 2.5 hours per day.

Leadership & Customer Service Oversight Responsibilities

• Train, coach, and mentor Customer Service Representatives to achieve service level agreements (SLAs), effectively manage customer enquiries, and deliver a high standard of customer support.
• Support the resolution of complex customer escalations and ensure timely issue resolution.
• Optimise Salesforce utilisation and configuration to improve ticket management, customer profile maintenance, workflow efficiency, and cross-selling opportunities.
• Collaborate closely with Sales, Credit, and Customer Service teams to ensure a seamless end-to-end customer journey.
• Monitor customer service performance metrics and identify opportunities for process improvements and enhanced customer satisfaction.
• Promote best practices across customer service and account management functions to support business objectives and customer retention.

   

Are you looking for an exciting opportunity to join a dynamic and growing team in a fast paced and challenging area? This is a unique opportunity for you to JP Morgan as an UHNW Lending Advisor for China Market where you will provide strategic approach, tailored strategies and a holistic understanding of clients’ borrowing needs in the context of their overall portfolio. Borrowing can play an important role in helping our clients reach your financial goals. That's why we offer an extensive range of credit strategies to provide them with financing whenever they need it—whether for short- or longer-term liquidity, new acquisitions or investment opportunities. We seek a high caliber candidate to join our team.

Job Summary:

As a Senior Lending Advisor for China market, you will serve as an expert on credit who provides flexibility for our most complex clients’ tailored banking and credit solutions.

Job Responsibilities:

1. Develop creative, innovative solutions to new client financings or restructurings within acceptable credit/risk parameters.

2. Drive business development and revenue growth of loan book by:

• Leading the credit marketing effort for the local market teams

• Understanding the capital structure of existing clients and prospects and advising same

• Being attentive to identifying new business opportunities/asking for referrals

• Originate credit leads from existing clients and prospects and participate in new marketing initiatives

1. Balance objectives of client, new business generation and risk management.

2. Underwrite and execute both loan and derivative structures (with credit risk therein).

3. Serve as primary contact on credit portfolio and/or key/complex borrowing relationships.

4. Demonstrate credit/risk management discipline, monitor portfolio risk, change debt structure/risk ratings in response to changes in risk, and proactively work to improve portfolio quality and prevent loss.

5. Work with Bankers on sophisticated credit needs for client penetration and cross selling; Support coordination of sales effort with Investors, Fiduciary Administrators and Wealth Advisors.

Required qualifications, capabilities and skills:

1. Bachelor’s degree or equivalent in any discipline.

2. Minimum 7 years’ experience in wealth management space, along with extensive exposure to credit, loan and deposit and derivative products is required.

3. Experience and proven success with banking concepts including, but not limited to: investment real estate loans, concentrated collateral loans, aircraft lending, commercial real estate and bridge loans.

4. Experience in structuring complex transactions, credit and derivatives transactions.

5. Knowledge of account maintenance procedures, loan closing procedures, credit administration and compliance procedures.

6. Demonstrated understanding of wealth management including, but not limited to: investing, trust and financial planning.

7. Fluent written and spoken Business Mandarin is essential to support Chinese speaking clients from China.

8. High level of analytical skills, including financial analysis.

9. Ability to identify and analyze credit opportunities and the attendant credit risks.

10. Familiarity and expertise with credit documentation.

11. Completion of formal credit training program.

Preferred qualifications, capabilities, and skills:

1. Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.

To apply for this position, please use the following URL:

https://ars2.equest.com/?response_id=e05cdd7f62f55123e94356d16ed1ef19