Shaun Hay
Trust Executive at PreceptsGroup International- Claim this Profile
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Bio
Experience
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PreceptsGroup International
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Singapore
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Financial Services
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1 - 100 Employee
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Trust Executive
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Dec 2022 - Present
Safeguarding and enhancing client assets through expert fiduciary guidance. Core Responsibilities: - Wealth and Estate Planning - Trust in Wealth Planning - Trust Administration - Trust Business Risk Management Safeguarding and enhancing client assets through expert fiduciary guidance. Core Responsibilities: - Wealth and Estate Planning - Trust in Wealth Planning - Trust Administration - Trust Business Risk Management
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Advisors' Clique
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Singapore
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Financial Services
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100 - 200 Employee
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Financial Consultant
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Jun 2021 - Nov 2022
Guided and imparted financial knowledge on clients through strategic consultation and personalised solutions. Core Responsibilities: - Wealth Management, Strategy and Planning - Client Relationship Management Achievements: - Attained the “Best Rookie Award” for the year 2021, coming in as the top sales producer within my team. Guided and imparted financial knowledge on clients through strategic consultation and personalised solutions. Core Responsibilities: - Wealth Management, Strategy and Planning - Client Relationship Management Achievements: - Attained the “Best Rookie Award” for the year 2021, coming in as the top sales producer within my team.
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Raffles Medical Group
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Hospitals and Health Care
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700 & Above Employee
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Healthcare Assistant
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Jul 2021 - Sep 2021
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J&W Premium and Exclusive Pte. Ltd.
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Singapore
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Retail Appliances, Electrical, and Electronic Equipment
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1 - 100 Employee
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Logistics Assistant
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Jan 2019 - Jun 2019
- In charge of setting up electronic products such as televisions, projectors etc. - Able to troubleshoot any technical issues of products - Promote company’s products to customers and ensure good sales performance - Handled customers’ inquiries, via both physical and virtual engagement - Assisted in outbound deliveries - In charge of setting up electronic products such as televisions, projectors etc. - Able to troubleshoot any technical issues of products - Promote company’s products to customers and ensure good sales performance - Handled customers’ inquiries, via both physical and virtual engagement - Assisted in outbound deliveries
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Education
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University of London
BSc in Banking and Finance, Banking and Finance -
Innova Junior College
Cambridge A-Levels, General Studies