YAP KAH SENG
Summary
Experienced client relationship manager with a strong background in account handling, transaction processing, and compliance. Skilled in building and maintaining client relationships, driving business growth through sales development, and ensuring operational efficiency. Adept at problem-solving, risk management, and data accuracy, with a focus on meeting regulatory standards. A proactive and reliable team player with excellent communication, multitasking, and time management skills, committed to delivering exceptional service and achieving organizational goals.
Overview
10
10
years of professional experience
Work History
Client Relationship Manager
Income Insurance Limited
03.2018 - Current
- Build and maintain client relationships, addressing inquiries and concerns.
- Advise clients on insurance products and recommend solutions.
- Upsell products and ensure timely policy renewals.
- Assist with the claims process and resolve issues.
- Keep accurate records and stay updated on industry trends.
Account Associate
AmInvestment Bank Berhad
02.2017 - 12.2017
- Build and maintain client relationships, addressing inquiries and concerns.
- Act in the best interest of clients, ensuring diligent provision of financial products and services.
- Perform KYC and EDD to ensure compliance and secure client interactions.
- Support clients with inquiries and manage account transactions.
Patient Service Associate
People Advantage Pte. Ltd.
09.2016 - 12.2016
- Manage patient records and ensure accurate information.
- Address patient inquiries and provide billing/insurance support.
- Process payments details.
- Coordinate with medical staff for smooth patient care.
HSBC Global Support Executive
HSBC Electronic Data Processing (M) Sdn Bhd
01.2015 - 08.2016
- Set up entity data for Global Banking, Global Markets, Commercial Banking clients, Prime
Services, Funds, and strategic clients, escalating issues to the team lead or line manager when necessary. - Demonstrated strong adherence to workflows and procedures, ensuring smooth operations and consistency.
- Safeguard the integrity of data by ensuring accuracy and full compliance with HSBC policies and regulatory requirements.
- Appreciation of risks inherent in the role and adherence to controls and procedures with regards to entity data set up and maintenance
Education
Bachelor’s Degree of International Business - International Finance
UNIVERSITY MALAYSIA SABAH
MALAYSIA09-2014
Skills
- Client Relationship Management
- Account Handling
- Transaction Processing
- Compliance & Risk Management
- Problem-Solving
- Communication & Interpersonal Skills
- Multitasking & Time Management
- Team Collaboration
references
Edwin Leok
Centre Manager, Income Insurance Limited
Email: edwin.leok@income.com.sg
Phone: +65 91058106
Louise Goh
Senior Group Centre Manager, Income Insurance Limited
Email: louise.goh@income.com.sg
Phone: +65 91905404
Languages
English
Chinese (Mandarin)
Malay
Timeline
Client Relationship Manager
Income Insurance Limited
03.2018 - Current
Account Associate
AmInvestment Bank Berhad
02.2017 - 12.2017
Patient Service Associate
People Advantage Pte. Ltd.
09.2016 - 12.2016
HSBC Global Support Executive
HSBC Electronic Data Processing (M) Sdn Bhd
01.2015 - 08.2016
Bachelor’s Degree of International Business - International Finance
UNIVERSITY MALAYSIA SABAH
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