Jerome D. H. Farrant

A talented wealth manager with an excellent understanding of financial planning and a demonstrated track record in developing profitable relationships with individuals in a range of wealth brackets

• Built and retained strong advisor-client relationships with clientele in the UK, Switzerland and Europe
• Advises on multiple aspects of account management, including answering client inquiries, examining portfolios, making recommendations and acting as primary contact for numerous high net worth individuals
• Secured numerous new accounts and increases broker revenues
• Conducts comprehensive reviews of client portfolios, including meeting with clients to assess strategies based on objectives and risk profiles, identifies opportunities and prepares customized asset allocation suggestions
• Successfully explains and promotes complex financial products
• Counsels and manages client finances and resource allocation productively
• Recommends investment options that ensure steady returns
• Delivers on a high degree of service
• Advises on making accurate tax payments and lessening tax burden with tax efficient planning
• Conducts regular meetings to review new legislation, products and investment vehicles
• Strategizes and plans for investment risks and manages market downturns
• Provides support in guiding accurate financial decisions during recession or boom periods
• Understands laws and regulations related to wealth management
• Frequently updates knowledge of the financial positioning of different markets and economies