chris lawrence

chris lawrence

assistant private banker

About

Highly motivated and driven professional with >5 years experience in the financial services industry. Associate member of the Chartered Institute for Securities & Investment. I place great value on developing quality trusting relationships, both professionally and personally. I am passionate about financial markets, social responsibility, food and fitness.

Country

united kingdom

City

city of edinburgh

Industry

financial services

Skill

relationship management, private banking, finance, wealth management, investments, structured products, credit, foreign exchange, client presentation, holistic financial planning, trusts

Experience

royal bank of scotland

direct banking advisor

royal bank of scotland

2010-4 - 2013-1 · 2 yrs 10 mos

Part-time job whilst at university. I handled customer queries and complaints and promoted the sale of financial products, measured against closely monitored KPIs. I learned the importance of taking a client centric view and developed my ability to form relationships with customers and colleagues in a fast-paced and challenging environment. I was involved with training new members of staff and had the role of Corporate Social Responsibility "Champion", promoting environmental and charitable efforts.

société générale

assistant private banker

société générale

2013-1 - Present · 13 yrs 8 mos
société générale

intern

société générale

2012-9 - 2013-1 · 5 mos

Part-time internship during the first semester of my final year of university. I prepared balanced investment reports for CRMs, drawing on a variety of sources such as in-house research, external analysis and the financial press. I conducted research into Scottish mergers and acquisitions, identifying key parties involved, potential clients and intermediaries. I also organised the office Christmas drinks reception, receiving great feedback. Based on my performance, I earned an interview for a permanent full-time role and was offered the position.

Education

gourock high school

gourock high school

2003-1 - 2009-1 · 6 yrs 1 mo
university of edinburgh school of philosophy, psychology and language sciences

university of edinburgh school of philosophy, psychology and language sciences

accounting

2009-1 - 2013-1 · 4 yrs 1 mo

Dissertation: "What Constitutes a Good Tax? The Balance of Arguments Surrounding FATCA." 1st Class grade achieved. Honours courses included: Futures & Options Financial Statement Analysis Corporate Finance Investment & Securities Markets Advanced Financial Accounting Behavioural Finance & Market Efficiency Activities and Societies: EURFC

chris lawrence's Contact Information

Email

******@***.com

Phone

(**) *** ****

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