Head of Bank of Melbourne Private
“Victoria – past prosperity and future possibility. A local bank’s view.“
Date: Friday 10th April 2015
Venue: The Kelvin Club 14-30 Melbourne Place
Time: 12:30 pm for 12:40 pm
Jonathan was appointed Head of Bank of Melbourne Private in October 2010. He is responsible for the building and growing of Bank of Melbourne’s private wealth capabilities – encompassing traditional, relationship based banking, direct wealth solutions and comprehensive and specialist private client advice. As the Head of Bank of Melbourne Private, Jonathan’s role is to lead a professional team of Private Bankers, Private Client Advisers and Private Wealth Specialists to offer a truly differentiated, boutique feeling, Private Banking experience.
Prior to joining Bank of Melbourne, Jonathan spent over a decade with the National Australia Bank, most recently as Regional Manager and Senior Investment Specialist for nabInvest, NAB & MLC Wealth’s Group Asset Management distribution capabilities in Victoria, South Australia,Western Australia and Tasmania.
Jonathan has extensive private banking management experience, and investment market experience together with a deep practical understanding of delivering advice and services to high net worth clients.