Jerome Joseph Harrisanker

Within this time at SBFC, I attained more knowledge and industry competencies.

• I have become capable in many aspects of the designation. ie
• Estate planning and will drafting including the detailed analysis of assets, tax and laws, marital regimes and debt.
• Post and pre-retirement planning
• Personal life cover, including estate planning for risk of death, financial replacement and provisions upon death, disability and severe illness.
• Off-shore and onshore unit trusts
• Offshore and onshore structured products
• Business planning, using the analysis of company financials, management accounts and other relevant documents. Identifying the appropriate solutions and the relevant effectiveness of proposed solutions for said company. Making provision for the different taxes and laws governing these provisions and payouts upon life events occurring. Ensuring the succession planning discussion is held and implemented. Products used, Key Person, buy and sell, Contingent Liability, Employee benefit schemes.
• Personal and business investments and savings, cessions and managing goals versus the current status of these investments
• Working very closely with bankers and the portfolio of clients. Identifying opportunities by analyzing accounts and profiles.

• Selling of financial products, primarily life cover, retirement annuities and basic monthly savings.
• Developed and maintained long-term relationships with clients to maximize customer satisfaction and loyalty.
• Created and implemented financial plans tailored to each individual client’s needs and goals.

Daily running of the restaurant, back office, kitchen and staff. Daily and weekly reporting, orders, staff rosters, ops reports, customer care, complaints handling and maintaining the high standards required for food service.