LEW XIN YI AGNES
HONEYBEES GROUP
The most gratifying experience in my career thus far occurred when clients acknowledged the positive impact of my services. Their gratitude and appreciation for my professionalism in guiding them through their financial planning needs reaffirmed the value and importance of my work. Using my life experiences, I relate to clients on a more personal level, making financial concepts understandable and relevant. This personalised approach helps in crafting financial strategies that are not only effective but also aligned with the clients’ life goals.
My motivation stems from the opportunity to significantly impact my clients’ lives positively, coupled with the dynamic challenges of the industry which foster continual personal and professional growth. The ability to navigate through these challenges, develop enduring client relationships, and explore new growth avenues continually drives my commitment and passion for this career.
This career has enriched my life in multiple ways: the ever-evolving financial sector offers endless opportunities for knowledge enhancement, the financial security that comes with managing personal and family finances more efficiently, and regular interactions with clients and industry peers that have broaded my network.
For new entrants to financial advisory, my advice is to embrace the opportunities this career offers. The uncertainties you feel today are not impediments but stepping stones to a successful and fulfilling career. This profession not only enhances your professional life but also personal, providing skills and growth in a comprehensive manner.
Accolades
AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024
Million Dollar Round Table 2024
TESTIMONIALS
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