Kelvin Yew Chor Yip
Experience Wealth Banker
Kuala Lumpur,WP
Summary
Dedicated Team Player with more than 10 years of experience in sales and marketing. Well-versed in Market Outlook knowledge & Sales Pitches. I am also able to offer guidance & leadership when it comes to making a sales pitch & closing a sale.
Strategic thinker with proven track record of achieving financial objectives. Stays up-to-date on market trends to deliver actionable insights and evidence-based advice. Manages caseload of clients in line with industry regulations.
Overview
11
11
years of professional experience
9
9
years of post-secondary education
1
1
Certification
Work History
Director, International Banking Sales Team
Standard Chartered Bank Malaysia Berhad
05.2024 - Current
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- To achieve assigned individual & team targets set by the organization (MYR1.6million/quarter)
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Achieve assigned targets in Wealth Management Products. Eg. Bonds, Funds, Bancassurance, Structured Notes, FX
Director, Employee Banking & Corporate Partnership
Standard Chartered Bank Malaysia Berhad
Kuala Lumpur, WP KL
03.2022 - 04.2024
- Reports directly to the Head of Retail Banking
- Manage a team of 7 Relationship Managers & 2 Support Role staffs whom mainly services corporate employee accounts.
- Handle and co-manage bank events when it comes to on-boarding Priority Banking clients & company payroll accounts.
- Acquire 240 New To Bank Priority Banking Clients - YoY
- Acquire 3,200 New To CASA clients - YoY
- Acquire 70% New to Bank Credit Card clients against No of CASA acquired - YoY
- Actively refer more Wealth opportunities to the Priority Deepening RM team
- Provide guidance to my team on due diligence & compliance
- Manage daily operations by overseeing financials, Key Performance Indicators (KPIs) and employee performance.
Senior Priority Banking Relationship Manager
Standard Chartered Bank Malaysia Berhad
06.2015 - 02.2022
- Manage a portfolio of High Net Worth Clients by helping them manage their wealth by either investing into Unit Trust, Retail Bonds, Structured Investments, Fixed Deposits, and Bancassurance.
- Provide After Sales Service for accounts & investments related.
- Grew and maintained client base to maximise revenue.
- Reviewed and developed investment portfolios based on market changes to generate maximum revenue.
Relationship Manager
CIMB Bank
04.2014 - 05.2015
- Used creativity, strategic thinking and knowledge of current market trends to target and build relationships with potential customers.
- Handle a portfolio of 100 Preferred Banking clients with a target to further deepen their wallets
Education
Bachelor of Arts - Finance And Marketing
Curtin University of Technology
Kuala Lumpur, Malaysia 01.2009 - 12.2011
Certificate in Business - Business
Metropolitan College
Kuala Lumpur 01.2008 - 12.2008
Sijil Pelajaran Malaysia (SPM) -
Sekolah Menengah Kebangsaan Subang Utama
Kuala Lumpur 01.2003 - 12.2007
Skills
Recruiting and hiring
Budget control (Event planning)
Policy enforcement
Sales & Market Knowledge
Business development
Financial planning
Investment advice
Accomplishments
- Top 4 Relationship Manager in Bancassurance for Year 2016 & 2017
- Prestige Million Dollar Achiever’s Club 2016
- Platinum Era Million Dollar Achiever BANCA Direct Closure 2016
- Year 2016 Bancassurance Outstanding Achiever
- Klang Valley 2 Top Unit Trust Contributor for Year 2021 - achieved MYR50million Net Sales.
- Managed to guide and lead my current Employee Banking team to increase Priority Banking acquisition by 200% MoM (comparing results July to November against January to June 2023
- In Year 2025 Q1, International Banking Team achieved the highest Revenue at 1.9million MYR
Certification
Certified Financial Planner
Timeline
Certified Financial Planner
05-2025
Director, International Banking Sales Team
Standard Chartered Bank Malaysia Berhad
05.2024 - Current
Director, Employee Banking & Corporate Partnership
Standard Chartered Bank Malaysia Berhad
03.2022 - 04.2024
Senior Priority Banking Relationship Manager
Standard Chartered Bank Malaysia Berhad
06.2015 - 02.2022
Relationship Manager
CIMB Bank
04.2014 - 05.2015
Bachelor of Arts - Finance And Marketing
Curtin University of Technology
01.2009 - 12.2011
Certificate in Business - Business
Metropolitan College
01.2008 - 12.2008
Sijil Pelajaran Malaysia (SPM) -
Sekolah Menengah Kebangsaan Subang Utama
01.2003 - 12.2007
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