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.
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.
Senior Consultant
DCDM Consulting Ltd
Juillet 2011
à avril 2013
CDI
Port Louis
Maurice
- Leading client engagements to ensure project objectives are successfully achieved.
- Provides overall direction to the project team and manages the client relationship.
- Identify and secure new business opportunities and renewing existing clients
Détails de l'expérience
- Project Sourcing Manager - Shared Service Center - Insurance Industry
- Work with team members to define the upgrade strategy
- Identify the gaps, risks and issues and work with team to propose solutions
- Define the implementation strategy in line with the transformation projects impacting the SSC
- Project Plan, Project Reporting to Steering Committee, Project Status, Workshop with SSC Operations, Project Management
- Create and Rolled-out a Performance Dashboard for Quality Measurement within the SSC Activities
- Work with team members to define the upgrade strategy
- Consultant - Business Process Re-Engineering Projects:
- Procurement strategies: implementation of performance levers to optimize Procurement on critical families
- Client Procurement Audit
- Data Analysis/Data-crunching (Excel - Access)
- Assessment of the potential for cost reductions on main categories
- Reengineering of the sourcing and procurement processes
- Implementation of IS purchasing Solutions; eSourcing, eProcurement, spend analysis…
- Management of Reverse Auctions
- Procurement strategies: implementation of performance levers to optimize Procurement on critical families
- Consultant - Strategic & Business Consulting
- Dashboard and performance scorecard development for CEO
- Audit of actual reporting procedure between subsidiaries
- Gather & Compile Data for dashboard developemnt
- CEO/CFO/Business administrative Interviews
- Change Management
- Dashboard and performance scorecard development for CEO
- Managing all projects through the Quality Management System -PMBOK Standards
- Internal Project: Propose the Marketing Development of DCDMC using the social media networks as a Marketing & Business Development tools
- Increase visibility of our services and develop relationship with businesses key players
- Established Project Management Office at client site
