Verified recordFinancial Services

Jonathan Morton

Consultant at Colonial First State

Based in Sydney, Australia

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Seniority

Staff

Department

General Business & Management

Location

Sydney

Industry

Financial Services

Company size

1.5K

Contact information

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Email

1 credit

j•••••••@cfs.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About Jonathan Morton

With extensive experience in the financial services sector, I bring a wealth of expertise in strategic planning, business analytics and driving transformational initiatives for business improvement. My diverse skillset spans project management, change management, service excellence, value proposition development, strategic planning and execution, risk assessment, analytics, and navigating compliance, risk & regulatory environments. KEY CAPABILITIES / ACHIEVEMENTS • Strategic Planning and Execution – formulation and execution of strategic plans that align with organisational goals and drive long-term success. • Strong Analytical and Research Skills – demonstrated ability to analyse complex data sets, extract valuable insights, and make informed decisions. • Project Management - successfully led and executed diverse projects from initiation to completion, ensuring adherence to timelines, budgets, and quality standards. • Change Management – proven ability to navigate and facilitate change management, ensuring clearly understood outcomes. • Service Excellence and Continuous Improvement – developed and implemented service frameworks and initiatives committed to driving customer improvement, resulting in enhanced customer satisfaction. • Exposure to Compliance, Risk, and Regulatory Environments – worked within a compliance, risk and regulatory environment, ensuring adherence to industry standards. • Risk Assessment – proficient in assessing risks and creating robust risk management strategies. • Senior Stakeholder Relations – ability to engage and influence senior management, clients, and external stakeholders through effective communication and strategic collaboration. • Ability to make the complex simple – proven capability to simplify complex concepts, facilitating better understanding among team members, clients, and stakeholders. • Clear and engaging communicator – demonstrated proficiency in written and oral communication.

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