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, Selangor01.2011
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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