The Management Team

Mr. Andy Lim Say Kiat

Chief Executive Officer/ Managing Director
BSc (Hons) Economics & Management, London School of Economics, University of London
Dip Economics, London School of Economics, University of London

Mr. Andy Lim Say Kiat was appointed as the Chief Executive Officer/ Managing Director of Phillip Mutual Bhd (PMB) on 1 January 2016. Prior to this, he was a Non-Independent Director of PMB since 5 June 2009, during which he held the position as Executive Director of Phillip Wealth Planner Sdn Bhd, a leading financial planning company in Malaysia and before that, heading the group’s fund management arm, Phillip Capital Management Sdn Bhd.

Mr. Andy Lim started his career as a Dealer in the international commodities market before joining PhillipCapital’s Malaysian derivatives operation as a Futures Dealer representative in 1998. He has 19 years of experience in the capital markets covering fund management, derivatives broking, financial planning, research, financial platform development, distribution and marketing. He is currently the Group Managing Director of PhillipCapital Malaysia and is a board member in most of its key subsidiary companies.

He was a member of the Executive Committee of the Association of Financial Advisers of Malaysia from 2013 to 2015. He holds a Bachelor of Science in Economics and Management (Honours) from the London School of Economics, University of London and is a member of the Financial Planning Association of Malaysia (FPAM) and a Chartered Financial Analyst (CFA) charter holder since 2006.

Major (R) Chai Chung Bin

Chief Operating Officer
Bachelor (Hons) in Computer Engineering, University Technology Malaysia,
MBA (Technopreneurship), International Business School, University Technology Malaysia.

Major (R) Chai Chung Bin is currently the Chief Operating Officer of Phillip Mutual Berhad. He oversees the overall planning and execution of functions relating to Operations and Finance. Major (R) Chai Chung Bin has been with the PhillipCapital Group since 2009 and has been instrumental in operational process improvement, system improvement as well as development of the Group’s proprietary wealth management platform.

Encik Ramli Abd Hamid

Head, Legal, Compliance & Risk Management
Bachelor of Accounting (Hons) Universiti Kebangsaan Malaysia

En. Ramli Abd Hamid joined PhillipCapital Group as Head, Legal, Compliance and Risk Management in October 2015 with the main responsibilities to conduct regular compliance reviews of each area of the company’s operations to ensure compliance with legal, regulatory, internal policies and requirements. En. Ramli has more than 18 years of experience in the fund management & unit trust/financial services industry. He is a Compliance Officer registered with Securities Commission Malaysia and responsible for compliance matters.

Ms. Norliza Burhan

Head, Operations
Bachelor of Accounting (Hons.), Universiti Teknologi MARA Malaysia

Ms. Norliza joined Phillip Mutual Berhad as Head, Operations in April 2014. Prior to joining PMB, she was attached to Phillip Wealth Planners Sdn Bhd, a sister company of PhillipCapital Group, supporting the financial planners. Apart from unit trust industry, she also have exposure in accounting and budgets as well as commercial credit loan when working with Petronas International Corporation Limited (PiCL), a subsidiary of Petronas Group and Maybank Berhad, respectively.

Mr. Yap Cheng Sun

Head, Finance & Accounts
The Chartered Institute Of Management Accountants (UK)

Mr. Yap Cheng Sun joined PhillipCapital Group as Head, Finance & Accounts on 16th August 2016 with the main responsibilities of ensuring the smooth operation of the Finance & Accounts department, to ensure adequate financial control is in place and to oversee the year-end audit for both the company and fund accounts. He has more than 20 years of working experience in the various industry such construction, oil & gas, financial services, automotive and FMCG. Mr. Yap is also a member of both The Malaysian Institute of Accountants (MIA) and The Chartered Institute of Management Accountants (CIMA, UK).

Mr. Raymond Francis Wong

Head, Unit Trust Marketing
BSc. In Business Administration, University of Nebraska

Mr. Raymond Francis Wong joined Phillip Mutual Berhad as Head, Unit Trust Marketing in March 2017. Prior to joining PMB, Mr. Raymond was an Investment Analyst for 3 years and also spent 11 years in various divisions of the unit trust and insurance industries. Mr. Raymond holds a BSc. In Business Administration majoring in Finance from the University of Nebraska, USA.

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