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
Similar Profiles
SYAZWANI TAJUDDINSYAZWANI TAJUDDIN
Customer Service Executive, Business Channels at Hong Leong Bank BerhadCustomer Service Executive, Business Channels at Hong Leong Bank Berhad
MOHD ASYRAF BIN TAKHIYUDDINMOHD ASYRAF BIN TAKHIYUDDIN
PERSONAL FINANCIAL SALES EXECUTIVE - TELEMARKETING at Hong Leong Bank BerhadPERSONAL FINANCIAL SALES EXECUTIVE - TELEMARKETING at Hong Leong Bank Berhad
Vimaladevi SubramaniamVimaladevi Subramaniam
Unit Head Regulatory Control at Hong Leong Bank BerhadUnit Head Regulatory Control at Hong Leong Bank Berhad