Jerome is curious, versatile and organized professional with more than 15 years experience in wealth management, private banking and consulting industry. Besides his current role at Friday Capital, Jerome is involved in a family investment holding where he oversees the investment strategy within different asset classes including Private Equity and Real Estate He is an experienced wealth manager, skilled in personalized advice and tailored solutions that are based on client needs. He works with a team of professionals including investment advisors as well as financial planners to provide a holistic approach to wealth management.
The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals.
•Determine the company's vision and mission to guide and set the pace for its current operations and future development. •Determine the values to be promoted throughout the company. •Determine and review company goals. •Determine company policies
•Review and evaluate present and future opportunities, threats and risks in the external environment and current and future strengths, weaknesses and risks relating to the company. •Determine strategic options, business strategies and plans that underpin the corporate strategy. •Ensure that the company's organisational structure and capability are appropriate for implementing the chosen strategies.
Exercise accountability to shareholders and be responsible to relevant stakeholders
Explain complex topics to prospects, partners and customers in a clear and concise format with the goal of convincing them to buy, resell or recommend SFR solutions
Key technical advisor and product advocate for SFR Products
Identify all technical issues of assigned accounts to assure complete customer satisfaction through all stages of the sales process
Establish and maintain strong relationships throughout the sales cycle