Victoria Burlison

Private Banker @ Investec

About Victoria Burlison

Victoria Burlison is a Private Banker at Investec in London, where she has worked since 2018. She has a strong background in finance, having achieved multiple qualifications and consistently exceeded performance targets.

Work at Investec

Victoria Burlison has been employed at Investec as a Private Banker since 2018. In this role, she has developed an extensive intermediary network, which includes onboarding and managing the largest introducer for Investec Private Bank. Her performance has consistently exceeded targets, achieving 130% of her target in 2021, 200% in 2022, and 240% in 2023. Additionally, she has attained the highest contributor status in client acquisition, high net worth lending, and revenue for three consecutive years.

Education and Expertise

Victoria Burlison is currently studying at The Chartered Institute for Securities & Investment (The CISI) and is enrolled in the Chartered Wealth Manager (Level 7) program since 2022. She previously achieved the Investment Advice Diploma (Level 4) from the same institution in 2021. Additionally, she holds a Bachelor’s Degree from Aston Business School, which she completed from 2009 to 2013. She also obtained a Certificate in Mortgage Advice and Practice from LIBF, completing the program in 2018.

Background

Prior to her current role at Investec, Victoria Burlison worked in various positions at FTI Consulting. She served as a Senior Executive from 2015 to 2016, an Associate from 2013 to 2014, and an Executive from 2014 to 2015. Her tenure at FTI Consulting spanned nearly three years, during which she gained valuable experience in the financial consulting sector. Before joining Investec, she also held the position of Marketing Manager in the Bank Funding Group from 2016 to 2018.

Achievements

Victoria Burlison has been recognized for her contributions to increasing female representation on FTSE boards through her acceptance into the 30% Club. Her consistent performance in her banking career has led to significant achievements, including exceeding targets and attaining the highest contributor status in various performance metrics at Investec Private Bank.

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