Yiyun Yin

Bilingual English-Mandarin Premier Relationship Manager with 2+ years of experience at HSBC and OCBC managing North Asia offshore client relationships. Ranked #1 for Net New Money at HSBC in Q2 2025, achieving 363% of target. Experienced in client acquisition, portfolio reviews and investment, treasury and lending solutions, with disciplined KYC/CDD and suitability practices.

Brings additional UBS middle-office experience in trade exception resolution. Singapore PR seeking an Assistant Relationship Manager role in Private Banking.

Premier Offshore Relationship Manager, North Asia at OCBC (2026-07 – Present)

• Manage and deepen Greater China offshore Premier relationships, conducting needs-based reviews across investment, insurance, treasury and lending solutions in partnership with Wealth Management specialists.
• Identify and develop client opportunities through market analysis, referral channels and proactive relationship management, while activating portfolios toward Premier Balance thresholds.
• Provide regular market updates and suitability-aligned wealth recommendations based on clients' financial objectives, risk profiles and investment needs.
• Maintain disciplined KYC/CDD, suitability and documentation standards while guiding clients toward efficient digital and remote servicing for routine banking needs.

Premier Offshore Relationship Manager, North Asia at HSBC (2024-05 – 2026-04)

• Managed and deepened a portfolio of 1,800+ North Asia offshore Premier clients, delivering relationship-led wealth management across investments, insurance, treasury and lending solutions.
• Ranked #1 for Net New Money in Q2 2025, achieving 363% of target.
• Grew client portfolio balances by 25% through proactive relationship deepening, net-new asset acquisition and regular portfolio reviews.
• Provided market updates and suitability-aligned financial planning based on clients' objectives, investment profiles and risk appetite.
• Partnered with Wealth Management specialists and maintained rigorous KYC/CDD, suitability and internal compliance standards throughout client engagement.

Mortgage Specialist at Maybank (2023-08 – 2024-02)

• Acquired new mortgage clients through roadshows and referral partnerships with real estate agents, attorneys and developers, building a consistent external referral pipeline.
• Assessed clients' financial information and loan eligibility, guided applications end-to-end and coordinated with underwriters and loan officers to support timely approvals.
• Maintained compliance with internal lending policies, business procedures and applicable regulatory requirements throughout the advisory and application process.

Integrated Middle Office Specialist Intern at UBS (2023-01 – 2023-04)

• Investigated and resolved trade-processing breaks across internal systems, supporting accurate processing and timely resolution of transaction exceptions.
• Reviewed securities-trading data and transaction exceptions against applicable regulatory controls, supporting accurate downstream reporting.
• Built PivotTable and Power BI exception reports covering 100+ daily issues, improving visibility of operational and risk-control trends.

Bachelor in Finance – University College Dublin (Kaplan, Singapore) (2021-10 – 2023-04)