Gillian Robertson

Gillian Robertson has extensive experience in financial services, currently serving as a Business Assurance Officer at St. James’s Place Wealth Management since March 2015. Previously, Gillian worked at the Bank of Scotland from September 2005 to October 2014 as a Private Bank Manager, specializing in high net-worth client relationships and financial reviews, as well as serving as a Mortgage Advisor focused on providing mortgage solutions and staff development. Early in the career, Gillian held a tele sales position at Standard Life Investments, managing a team and compiling reports. Educational qualifications include a Chartered Institute of Insurance Diploma in Financial Planning, an Advanced Diploma in Specialized Lending from the Chartered Institute of Bankers, and a Ce-Map certification in Mortgages from the Institute of Financial Service.