Khong Yan Yee
Summary
Results-driven professional with extensive experience in wealth management and sales strategy. Recognized for building strong client relationships and developing customized financial solutions that align with client goals, effectively driving revenue growth and customer retention. Proven ability in analytical thinking and team leadership, driving effective sales strategies and optimizing client portfolios for business growth.
Overview
17
17
years of professional experience
Work History
Senior Financial Advisor
Great Eastern Financial Advisers
10.2022 - Current
- Developed customized financial plans to align with client goals and risk tolerance.
- Analyzed investment portfolios for performance optimization and risk assessment.
- Provided ongoing financial education to clients, enhancing understanding of market trends.
- Mentored junior advisors on best practices in client relationship management and advisory services.
- Conducted detailed market research to inform strategic investment recommendations for clients.
- Facilitated client meetings to discuss financial strategies and address inquiries effectively.
- Collaborated with cross-functional teams to streamline processes and improve service delivery for clients.
- Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
- Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
- Secured client trust by maintaining strict confidentiality standards and adhering to ethical practices in all interactions.
- Provided exceptional service to clients by addressing their unique financial concerns and goals with tailored advice.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Stayed abreast of economic trends and market fluctuations, guiding clients through complex financial decisions.
- Generated new business leads through extensive networking, referrals, and strategic partnerships.
- Assisted clients during major life events such as retirement planning or college funding preparations.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
- Cultivated an environment of continuous learning within the team through professional development opportunities and knowledge sharing sessions.
- Established a strong referral network by fostering relationships with industry professionals such as attorneys, CPAs, and real estate agents.
- Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
- Delivered comprehensive wealth management solutions for high-net-worth individuals and families.
- Implemented exit strategies for clients to transition out of investments.
Group Sales Manager
UOB Ltd
02.2013 - 07.2022
- Led strategic sales initiatives to drive revenue growth across multiple business segments.
- Developed and implemented comprehensive sales training programs for team members.
- Analyzed market trends to identify opportunities for product positioning and competitive advantage.
- Fostered relationships with key clients to enhance customer retention and satisfaction levels.
- Collaborated with marketing teams to align promotional strategies; leads generation for sales team.
- Utilized CRM systems to track sales performance and optimize customer engagement strategies.
- Mentored junior sales staff, enhancing their skills and improving overall team performance.
- Streamlined sales processes, resulting in increased efficiency and reduced turnaround time for client proposals.
- Established clear goals for the team each month and quarter, fostering an environment of accountability that led to consistent target achievement.
- Increased group sales revenue by implementing strategic marketing initiatives and leading a high-performing sales team.
- Delivered detailed monthly reports on team performance, highlighting areas for improvement while celebrating successes collectively.
- Identified potential upsell opportunities within existing accounts by closely monitoring customer satisfaction levels and addressing concerns promptly.
- Created targeted sales presentations tailored to individual client needs, effectively communicating the value of products or services offered.
- Collaborated with business partners and marketing to develop sales collateral that effectively communicated product benefits, leading to increased client interest and conversion rates.
- Mentored junior staff members and provided ongoing training, enhancing their skills and boosting team performance.
- Collaborated with cross-functional teams to develop comprehensive proposals that addressed client pain points and resulted in closed deals.
- Managed a diverse portfolio of clients across multiple industries, demonstrating adaptability and expertise in various sectors.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Organized promotional events and interacted with community to increase sales volume.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Maintained financial controls, planned business operations and control expenses while identifying and pursuing opportunities to grow business operations and boost profits.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
- Served as the primary point of contact for large accounts, resolving issues quickly and maintaining high levels of customer satisfaction.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
Executive Recruiter
Capita Staffing & Search
06.2012 - 01.2013
- Cultivated relationships with senior leadership to understand hiring needs and organizational goals.
- Developed comprehensive recruitment strategies to attract top talent across diverse industries.
- Streamlined candidate sourcing processes using advanced applicant tracking systems and social media platforms.
- Mentored junior recruiters on best practices in candidate assessment and interview techniques.
- Facilitated high-level interviews, ensuring alignment between candidates and company culture.
- Collaborated with HR teams to refine onboarding processes for new hires, enhancing retention rates.
- Analyzed recruitment metrics to identify areas of improvement and drive strategic initiatives in talent acquisition.
- Built an extensive network of industry connections, increasing the availability of top-tier candidates.
- Negotiated unique compensation packages to attract and close candidates.
- Reviewed resumes and applications to screen candidates to fill job positions.
- Tracked candidates and pushed for feedback on disqualifications, time-to-fill statistics and other variables.
- Followed up with notable applicants sourced via industry-specific pipelines, events, and job fairs.
- Cultivated a positive reputation among industry peers through excellent communication skills and consistent follow-up efforts.
- Monitored hiring market and potential executive candidates.
- Wrote executive job descriptions and lists of qualifications for client companies.
- Consistently exceeded performance metrics by placing highly qualified candidates in executive roles across various industries.
- Discussed contracts, benefits packages and executive compensation facets with new hires.
- Negotiated salary packages and benefits, ensuring competitive offers that satisfied both clients and candidates.
- Maintained relationships with technical professionals to gain industry knowledge and obtain referrals.
- Advised clients on best practices for employee retention, contributing to improved workplace satisfaction levels.
- Conducted phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Coordinated schedules to arrange management interviews with applicants.
- Operated and maintained applicant tracking and candidate management systems.
- Studied job descriptions and qualifications to determine applicant requirements.
- Generated and analyzed reports to monitor employee engagement and attrition trends.
- Pre-screened resumes prior to sending to corporate hiring managers for consideration.
Senior Relationship Manager
DBS Limited
03.2011 - 05.2012
- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Developed strategic account plans to align services with client needs and objectives.
- Met with members to understand goals and recommend solutions to fit specific needs.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Researched current trends to identify prospective customers and determine specific needs.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Participated in regular training sessions to continually improve skills related to client service, product offerings, sales techniques, and industry knowledge.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
Business Manager
Scope International, Standard Chartered Bank
08.2008 - 02.2011
- Led cross-functional teams to drive strategic initiatives and optimize operational processes.
- Developed and implemented performance metrics to enhance efficiency across departments.
- Managed resource allocation and budgeting to align with organizational objectives.
- Facilitated training sessions to improve team competencies and productivity standards.
- Streamlined communication between stakeholders, enhancing collaboration and project outcomes.
- Oversaw compliance with regulatory requirements, ensuring risk management protocols were followed.
- Spearheaded process improvement projects resulting in enhanced service delivery and client satisfaction.
- Improved operational workflows by identifying areas of inefficiency and implementing appropriate solutions.
- Increased overall team productivity by fostering a positive work environment and providing effective leadership.
- Successfully managed organizational change initiatives, minimizing disruptions to daily operations while achieving desired outcomes.
- Assisted with hiring process and training of new employees.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Streamlined business processes by implementing new project management tools and techniques.
- Executed business plans to further strengthen and maximize territory sales and profits.
- Coordinated team schedules to keep shifts properly staffed during busy periods.
- Developed strategic partnerships with key stakeholders, leading to significant growth opportunities for the company.
- Anticipated financial impact from operational issues and worked with leadership to develop solutions.
- Enhanced customer satisfaction levels by implementing an effective feedback system and addressing concerns promptly and efficiently.
- Boosted team morale and productivity by implementing regular feedback sessions and recognizing outstanding performances.
- Implemented customer relationship management systems to track client interactions and feedback, leading to improved service delivery.
- Fostered strong, enduring relationships with key clients to secure repeat business and referrals.
- Streamlined operations, reducing overhead costs with comprehensive budget management.
- Drove revenue growth with targeted sales initiatives, adapting techniques to meet changing market conditions.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Education
Bachelor of Commerce - Marketing & Management
Metropolitan College (Curtin University of Technology)
Malaysia02-2008
Skills
- Verbal and written communication
- Microsoft Excel
- Client assessments
- Training and coaching
- Know your customer
- Client engagement
- Client service and support
- Cash flow management
- Sales and marketing
- Referral networking
- Anti-money laundering
- Portfolio management
- Wealth management
- Business development
- Leadership development
- Sales presentations
- Sales strategies
- CRM proficiency
- Target setting
- Sales cycle management
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Organizational skills
- Team leadership
- Active listening
- Adaptability and flexibility
- Decision-making
- Staff training and development
- Goal setting and achievement
- Analytical thinking
Timeline
Senior Financial Advisor
Great Eastern Financial Advisers
10.2022 - Current
Group Sales Manager
UOB Ltd
02.2013 - 07.2022
Executive Recruiter
Capita Staffing & Search
06.2012 - 01.2013
Senior Relationship Manager
DBS Limited
03.2011 - 05.2012
Business Manager
Scope International, Standard Chartered Bank
08.2008 - 02.2011
Bachelor of Commerce - Marketing & Management
Metropolitan College (Curtin University of Technology)