YAP JEE KUM CHRISTOPHER
Selangor
Summary
Finance and corporate professional with 25+ years of experience across financial planning, investment, and institutional banking. Built expertise in global share custody, share margin financing, electronic banking, insurance, and call-center operations within local and foreign institutions. Transitioned to fund management, investment banking, and wealth management after returning to Malaysia in 2001. Brings broad corporate, financial services, and entrepreneurship experience across banking, wealth management, investment products, tax accounting, and business development. Applies client relationship management, negotiation, and commercial insight to support revenue growth, account retention, and market expansion across local and cross-border environments. Confident and adaptable, with proven ability to build strong client relationships and communicate effectively. Skilled in problem-solving, negotiation, and project management. Ready to bring enthusiasm and commitment to achieve client satisfaction and business goals.
Overview
1
1
Language
37
37
years of professional experience
Work History
Account Manager (Contract) for Malaysia
Optimum Info (USA)
03.2025 - Current
- Established dealer networks in automotive and construction sectors to enhance market reach.
- Managed portfolio of key accounts, fostering long-term relationships through regular, strategic communication.
- Resolved customer issues and complaints with quick-thinking problem-solving.
- Resolved client issues promptly, maintaining high levels of satisfaction and loyalty.
Freelance Accountant
Syarikat M.F.
02.2018 - Current
- Currently managing and advising 25 clients from sole proprietor, enterprise, and partnership on income tax matters.
- Completed daily cash functions, including account tracking, payroll and wage allocations, budgeting, and cash and banking reconciliations to ensure financial stability.
- Gathered financial information, prepared documents, and closed books to maintain compliance and readiness for audits.
- Reconciled accounts, reviewed expense data and analysed net worth and assets to ensure financial accuracy.
Sales and Products Director
SMF Asia Sdn Bhd
06.2019 - 06.2022
- Managed to secure construction projects in Singapore and Thailand.
- Managed to establish local dealerships and contractors in Singapore and Thailand.
- Streamlined purchasing, sales, marketing, and customer account operations to enhance overall efficiency.
- Oversaw training and development for construction projects, products, and in-house workers, partners, dealers, and subcontractors to ensure high standards.
- Controlled budgets to optimise resource allocation and sustain financial stability.
- Managed and participated in Architect Roadshows and Exhibitions in Malaysia, Thailand, and Singapore.
- Key accomplishments in role.
Managing Director
Creativo Colore Sdn Bhd
06.2016 - 03.2021
- Managed to setup the Company without bank borrowing by riding on the secured Westin Desaru hotel project worth RM 800k.
- Led complex negotiations with clients, securing contracts that enhanced profitability and fostered long-term relationships.
- Established new markets in Singapore and Thailand, expanding the company's geographical reach and customer base.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Managed all matters and training related to Construction Projects, Products, and Trainings for In-house Workers, Partners, Dealers, and Subcontractors.
- Coordinated and participated in Architect Roadshows and Exhibitions in Malaysia, Thailand, and Singapore to promote brand visibility and engage stakeholders.
- Documented key achievements
Sales and Products Manager
RJ Silkcoat Sdn Bhd
01.2015 - 06.2016
- Executed product launches in West and East Malaysia, coordinating marketing and distribution to maximise reach.
- Enhanced marketing strategies to attract new customers and elevate brand visibility.
- Cultivated strong relationships with customers and suppliers, driving account growth and retention.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Successfully acquired small and medium projects, fostering relationships with clients and stakeholders.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Accomplished multiple tasks within established time-frames.
- Documented key accomplishments to highlight professional contributions.
Head for Offshore Investment Products
VKA Wealth Planners
07.2014 - 12.2014
- Regularly review and conduct product update, review and market outlook.
- Collaborated effectively within teams and independently to achieve project goals.
- Provided support and guidance to team members, enhancing overall team performance.
- Worked effectively in fast-paced environments.
- Passionate about learning and committed to continual improvement.
- Adapted schedule to accommodate flexible hours, demonstrating commitment and reliability. across night, weekend, and holiday shifts.
AVP for Sales & Distribution Channels
Kenanga Investment Bank Malaysia
02.2013 - 06.2014
- Developed extensive extensive distribution channels in Independent Financial Advisers (IFAs), Insurance and UT Agents, Corporate Unit Trust Advisers (CUTA), and Stock Remisier.
- Managed marketing and training for financial and wealth management products across financial institutions, IFAs, insurance agencies, and unit trust agencies, enhancing product awareness.
- Contributed significantly to more than 70% of the company sales target.
- Analysed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
- Established policies and procedures that streamlined operations and enhanced overall organisational efficiency.
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Notable accomplishments include:
Wealth Manager for Region Peninsula East (RPE) – 7 branches
HSBC Bank Malaysia
01.2012 - 01.2013
- Led RPE team to exceed sales targets set by Head Office by threefold within the year.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in clients' circumstances.
- Enhanced client satisfaction through delivery of personalised wealth management solutions and tailored financial strategies.
- Conduct in-depth analysis of investment products and develop investment strategies based on market trends and economic developments.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in clients' circumstances.
- Provided ongoing portfolio monitoring services to ensure alignment of investments with changing market conditions or changes in clients' circumstances.
- Monitor financial markets, including economic and political factors, and assess their impact on investment opportunities.
- List of accomplishments
AVP, Head of Retail Unit
MIDF Amanah Asset Management
02.2010 - 12.2011
- Achieved over 30% growth in the Company's assets under management (AUM).
- Managed sales across agency, corporate, and IUTA distribution channels.
- Manage all campaigns and sales activities
- Managed the business development team to enhance sales performance.
- Created new account tie-ups with agencies, banks, and financial institutions.
- Managed to attract new Government Link Company (GLC) and Corporate Accounts to open an investment account.
- Negotiated fees and campaign funding with business partners.
- Developed and maintained strong client relationships, leading to increased business opportunities.
- Manage all regions Product roll-down & Training on new funds
- Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
- Established policies and procedures that improved operational efficiency within the organization.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Highlighted key accomplishments within the organisation.
Manager of Sales
ING Fund Berhad
03.2006 - 01.2010
- Managed sales across agency, corporate, and IUTA distribution channels, driving revenue growth.
- Secured new accounts with agencies, banks, and financial institutions, expanding business network.
- Managed the business development team and assessed sales performance.
- Managed to achieve growth of more than 30% of the Company's Assets Under Management (AUM).
- Developed and maintained strong relationships with clients, resulting in increased business opportunities.
- Dealt and negotiated with business partners on fees and campaign funding.
- Manage all campaigns and sales activities
- Manage all regions Product roll-down & Training on new funds
- Successfully managed change within the organization, ensuring smooth transitions during periods of restructuring or process improvements.
- Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
- Established policies and procedures that improved operational efficiency within the organization.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
- Managed projects efficiently, ensuring timely delivery and high-quality results.
- Outlined key accomplishments
- Attracted new Government Link Company (GLC) and corporate accounts to open investment accounts, enhancing client portfolio.
Assistant Manager of Wealth Management – Unit Trust
Hong Leong Bank Berhad
07.2005 - 01.2006
- Successfully to grow 50% of the Bank Asset Under Management (AUM).
- Collaborated with the management team to develop strategic plans for business growth and improvement.
- Supervised daily operations, ensuring adherence to performance, quality and service standards.
- Led successful launch and implementation of promotions and projects initiated by management.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Cultivated strong relationships with staff, enhancing workplace morale and collaboration.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various projects, tasks.
- Listed key accomplishments and contributions made during tenure.
Assistant Manager of Sales
OSK-UOB Unit Trust Management Berhad
04.2002 - 06.2005
- Developed targeted marketing campaigns that generated new leads and contributed to overall sales growth.
- Established strong relationships with key clients, securing repeat business and fostering long-term partnerships.
- Organized product demonstrations for prospective clients, showcasing features and benefits as part of persuasive sales pitches.
- Improved customer experience by promptly resolving issues and ensuring satisfaction throughout sales process.
- Trained and guided staff, providing leadership to enhance team effectiveness.
- Created professional environment for employees and customers, fostering positive interactions.
Phone Centre, Telemarketing Telesales Executive (Supervisor)
OCBC Bank, Singapore
10.1999 - 05.2001
- Increased sales revenue by implementing effective telesales strategies and techniques.
- Generating a sales turnaround of $1.5 million in unit trust funds, generating over $500 million in sales referrals, and improving the service level to 90% through proper planning and resource utilization.
- Refined scripts to enhance customer engagement, resulting in increased average call duration.
- Managed database of leads, ensuring timely follow-up calls and maintaining accurate records to optimise lead engagement.
- Utilised CRM software for lead tracking, data analysis, and reporting on sales performance metrics to drive informed decision-making.
- Achievements:
Electronic Banking Bank Officer
OCBC Bank, Singapore
10.1997 - 09.1999
- Successfully launched the Bank's inaugural Internet Banking service platform.
- Managed promotion and operations of Electronic Channel products, including ATMs, CDMs, IVR systems, and Internet Banking, enhancing customer access to banking services.
- Implemented Cash Management System across nationwide network of ATMs, optimising cash flow management.
- Developed robust relationships with clients, leading to increased business and referrals.
- Coordinated seamless Y2K transition, ensuring system stability and uninterrupted service.
Credit Plus Officer of Share Margin
Hong Leong Finance Spore
03.1997 - 09.1997
- Enhanced accuracy of margin analysis through adoption of advanced data analytics tools and techniques.
- I proposed effective pricing strategies derived from a detailed analysis of customer purchase behavior patterns.
- Conducted extensive competitor analysis to evaluate pricing models and identify opportunities for competitive advantage.
- Monitored daily sales activities to identify risks or discrepancies impacting margin performance.
- Presented comprehensive margin reports to executive leadership, emphasising significant trends and providing actionable insights for strategic planning.
Assistant Officer of Custodial Service
Standard Chartered Bank, Spore
09.1989 - 02.1997
- Led Custody Management Team in scrip conversion and system reconciliation, enhancing operational integrity.
- Served as Global Custodian for Asia Pacific Region, ensuring accurate trade settlement and reconciliation.
- Managed collections and payments for high-end corporate clients and individuals during Corporate Announcement events, ensuring timely transactions.
- Contributed as a member of the Singapore team in the company's Global System Enhancement and Development initiative.
Education
Bachelor Science - Management
University of London
S'pore01-2000
GCE "A" Level -
University of London
S'pore01-1995
Certificate of Computer Studies -
International Diploma in Computer Studies, NCC
S'pore01-1994
SPM - M'sia
S M Sultan Abdul Samad
Petaling Jaya, 1001-1989
SRP - M'sia
S M Sultan Abdul Samad
01-1987
Skills
- Financial Analysis, Sales, Marketing, Product Development, Product Sourcing, Business & Operations Management, Training, Tax Accounting and Basic Microsoft
LANGUAGES
English, Mandarin, Cantonese and Malay
INTEREST
Enjoy traveling, Music, Reading, Racket Games, Soccer, Swimming, Arts & Culture.
Timeline
Account Manager (Contract) for Malaysia
Optimum Info (USA)
03.2025 - Current
Sales and Products Director
SMF Asia Sdn Bhd
06.2019 - 06.2022
Freelance Accountant
Syarikat M.F.
02.2018 - Current
Managing Director
Creativo Colore Sdn Bhd
06.2016 - 03.2021
Sales and Products Manager
RJ Silkcoat Sdn Bhd
01.2015 - 06.2016
Head for Offshore Investment Products
VKA Wealth Planners
07.2014 - 12.2014
AVP for Sales & Distribution Channels
Kenanga Investment Bank Malaysia
02.2013 - 06.2014
Wealth Manager for Region Peninsula East (RPE) – 7 branches
HSBC Bank Malaysia
01.2012 - 01.2013
AVP, Head of Retail Unit
MIDF Amanah Asset Management
02.2010 - 12.2011
Manager of Sales
ING Fund Berhad
03.2006 - 01.2010
Assistant Manager of Wealth Management – Unit Trust
Hong Leong Bank Berhad
07.2005 - 01.2006
Assistant Manager of Sales
OSK-UOB Unit Trust Management Berhad
04.2002 - 06.2005
Phone Centre, Telemarketing Telesales Executive (Supervisor)
OCBC Bank, Singapore
10.1999 - 05.2001
Electronic Banking Bank Officer
OCBC Bank, Singapore
10.1997 - 09.1999
Credit Plus Officer of Share Margin
Hong Leong Finance Spore
03.1997 - 09.1997
Assistant Officer of Custodial Service
Standard Chartered Bank, Spore
09.1989 - 02.1997
Bachelor Science - Management
University of London
GCE "A" Level -
University of London
Certificate of Computer Studies -
International Diploma in Computer Studies, NCC
SPM - M'sia
S M Sultan Abdul Samad
SRP - M'sia
S M Sultan Abdul Samad