
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.
united kingdom
city of edinburgh
financial services
relationship management, private banking, finance, wealth management, investments, structured products, credit, foreign exchange, client presentation, holistic financial planning, trusts
Experience

direct banking advisor
royal bank of scotland
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.

assistant private banker
société générale

intern
société générale
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
university of edinburgh school of philosophy, psychology and language sciences
accounting
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
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