Gerard Wilson Location
Glasgow, GB
Gerard Wilson Work
- 2022 - now Executive Director - Client Advisor @ Brown Shipley | A Quintet Private Bank
- 2020 - 2022 Client Advisor @ Brown Shipley | A Quintet Private Bank
- 2015 - 2020 Client Advisor, @ UBS Group AG
- 2014 - 2015 Director, Business Development @ Adam & Company Wealth Management
- 2010 - 2014 Associate Director, Business Development @ Adam & Company Wealth Management
- 2008 - 2010 Senior Relationship Manager @ The Ro al Bank Of Scotland Group
- 2006 - 2008 Relationship Development Manager, Private Banking @ The Ro al Bank Of Scotland Group
- 2004 - 2006 Premium Relationship Manager @ The Ro al Bank Of Scotland Group
- 2002 - 2004 Personal Banking Manager @ The Ro al Bank Of Scotland Group
- 2001 - 2002 Customer Advisor @ The Ro al Bank Of Scotland Group
Gerard Wilson Education
- Chartered Institute for Securities & Investment
Investment Advice Diploma (securities) (Chartered FCSI - Member of the Chartered Institute for Securities & Investment)
- Chartered Institute for Securities & Investment
Certificate in Private Client Investment Advice
Gerard Wilson Skills
- Business Development
- Relationship Management
- Banking
- Commercial Banking
- Portfolio Management
- Financial Services
- Credit
- Financial Risk
- Investments
- Private Banking
Gerard Wilson Summary
Gerard Wilson, based in Glasgow, GB, is currently a Executive Director - Client Advisor at Brown Shipley | A Quintet Private Bank. Gerard Wilson brings experience from previous roles at Brown Shipley | A Quintet Private Bank, UBS and Adam & Company. Gerard Wilson holds a Investment Advice Diploma (securities) in Chartered FCSI - Member of the Chartered Institute for Securities & Investment @ Chartered Institute for Securities & Investment. With a robust skill set that includes Business Development, Relationship Management, Banking, Commercial Banking, Portfolio Management and more. Gerard Wilson has 1 emails on RocketReach.
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