Jonathan Douglas Email & Phone Number

Sydney, New South Wales, Australia

Leading the NSW Aquisition Team, a high-performing team of directors dedicated to acquiring HNW and UHNW clients.

Sydney, New South Wales, Australia

A dynamic role where I led and empowered a team of circa 90 leaders, bankers and executive home lenders with a balance sheet of $11b across NABs most critical and affluent market with a focus on growth, retention and relationship management resulting in a 1.4 system growth in lending and a significant increase in private and business bank customer.

I managed a large distribution business of circa $29 billion in assets and liabilities across multiple channels and geographies, achieving market leading customer and commercial outcomes through driving results that have a clear, positive, and direct impact on business performance by understanding business and market drivers with data insights. Leveraging.

Wealth Connect (BTFG, Advice) was responsible for the distribution of financial advice (general, limited, and holistic) to the Westpac Groups 10 million customers through the branch network, phone, and digital channels. The Sales and Operations Team comprised of 5 team leaders and 29 FTE supported the 150 financial advisors through 5 core sales and.

I built, led, and coached a team of 35 general advice financial advisors in distributing structured products and managed funds to Macquarie’s high net worth CMT/CMA customers, developing and embedding a culture that energised the team to provide high quality customer conversations and service with direct end-to-end accountability of recruitment and.

Master Of Business Administration - Mba, Business Administration And Management, General

Certificate Of Executive Leadership

Bachelor Of Commerce, Bachelor Of Law

Advanced Diploma In Financial Planning