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Jonathan Westaway

Director Head of Wealth Transformation for Jbwere New Zealand @Firstcape

Wellington, NZ
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2024 — Present

Director Head of Wealth Transformation for Jbwere New Zealand @Firstcape

Wellington, NZ

As Director, Head of Wealth Transformation, I lead the implementation of innovative products, ensuring that each launch meets client satisfaction. I drive digital transformation initiatives and the integration of technology into our wealth management services. Additionally, I provide support to the wider transformation team, enabling a culture of continuous improvement, adapting to market changes and maintaining our competitive edge.

EDUCATION

1994 — 1998

University of Cape Town

Bachelor of Science (BSc), Economics and Statistics

SKILLS

StrategyFinancial RiskPortfolio ManagementExecutive ManagementProblem SolvingFinancial AnalysisNumerical AbilityAnalyticsNegotiationTradingIndexationInvestmentsInvestment AdministrationBloombergDue DiligenceChange ManagementStatisticsValuationMutual Funds

ABOUT JONATHAN WESTAWAY

I am an experienced Strategy and Operations Professional with over 20 years in Financial Services. My expertise includes strategic management, operational management, and a wide range of skills such as digitisation, automation, and product implementation. I lead with a collective and transparent approach, excelling under pressure as a strategic thinker and problem solver.

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