Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
YAP POH YEN

YAP POH YEN

Klang

Summary

  • A dedicated and results-driven banking and financial professional with over 4 years of experience in banking, insurance and financial consulting.
  • Proven track record in achieving sales targets, incentive trips, and managing financial portfolios.
  • Passionate about continuous learning, professional growth and strategic financial planning.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Personal Banker

Hong Leong Bank Berhad
11.2023 - Current
  • Achieved Elite Club recognition with FYP RM1.8million in half a year.
  • Awarded with Consistency Award - Central Region in half a year
  • Providing financial advisory services and strategic planning for clients.
  • Assisting clients in wealth management, insurance, and investment solutions.

Banca Consultant in HLB

Hong Leong Assurance Berhad
12.2020 - 11.2023
  • Consistently achieved top sales performance and qualified for multiple incentive trips:
  • Bangkok Incentive Trip Achiever
  • Rome & Milan Incentive Trip Achiever
  • Bali Incentive Trip Achiever
  • Paris Incentive Trip Achiever
  • Hong Kong Incentive Trip Achiever
  • Munich Incentive Trip Achiever
  • Specialized in bancassurance, financial consulting, and investment-linked insurance products.

Personal Assistant cum Sale Administrator

Qurlivka International Sdn Bhd
10.2018 - 11.2020
  • Work closely with the director and company management
  • Reviewing tenancy agreements, supplier agreements on behalf of the company
  • Experienced in organizing skincare product launching 'Glamogenic' together with the Brand Ambassador, Nicholas Teo Malaysia Artist
  • Experienced in the collaboration of the event of Mrs Malaysia Universe & Mrs Elite Malaysia Universe 2019

Internship as a student attachment

JOSEPH CHAMBERS Advocates and Solicitors
11.2017 - 09.2018
  • Preparing documents and agreements for the process of trademark registration
  • Contacting clients via telephone and email to inform for the update of the progress and liaise closely with clients
  • Communicate with government officer to obtain proper standard of procedure for the industrial design registration
  • High attention to details, well organized on files, Team player

Internship as a student attachment

SOO THIEN MING & NASHRAH Advocates and Solicitors
01.2015 - 08.2015
  • Preparing documents and agreements for the process of conveyancing
  • Contacting clients via telephone and email to inform about the progress and obtain the correct information
  • Organizing files of the cases, preparing covering letter to inform the clients of the case progress


Education

Bachelors of Laws - Second Class Honours (Upper Division)

University of The West of England, Bristol
01.2016

UK Degree Transfer Programme - Law

INTI International University
01.2014

South Australian Matriculation -

INTI International University
01.2012

Sijil Pelajaran Malaysia -

SMJK Kwang Hua
Klang, Selangor
01.2011

Skills

  • Strategic financial planning & Wealth management
  • Strong communication & Negotiation skills
  • Business Development & Sales Growth
  • Leadership & Time management

Certification

  • Pre-contract Examination for Insurance Agents (PCE)
  • Certificate Examination in Investment-Linked Life
    Insurance (CEILI)
  • Takaful Agent and Financial Consultant Professional
    Certificate
  • Federation of Investment
    Managers Malaysia (FIMM)

Languages

English
Bahasa Malaysia
Chinese (Mandarin)
Hokkien
Cantonese

Timeline

Personal Banker

Hong Leong Bank Berhad
11.2023 - Current

Banca Consultant in HLB

Hong Leong Assurance Berhad
12.2020 - 11.2023

Personal Assistant cum Sale Administrator

Qurlivka International Sdn Bhd
10.2018 - 11.2020

Internship as a student attachment

JOSEPH CHAMBERS Advocates and Solicitors
11.2017 - 09.2018

Internship as a student attachment

SOO THIEN MING & NASHRAH Advocates and Solicitors
01.2015 - 08.2015

Bachelors of Laws - Second Class Honours (Upper Division)

University of The West of England, Bristol

UK Degree Transfer Programme - Law

INTI International University

South Australian Matriculation -

INTI International University

Sijil Pelajaran Malaysia -

SMJK Kwang Hua

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