personal trust officer
Personal trust officers monitor and administer personal trusts. They interpret trust and testamentary documentation accordingly, interact with financial advisors to define the investment goal for the achievement of trust objectives, coordinate the purchase and sale of securities with account executives and review clients' accounts regularly.
Also called: trustee officer, personal trust manager, personal trust supervisor
- 12
- essential skills
- 18
- optional skills
- 8
- related roles
- 2412
- ISCO-08 group
Where you can go from here
8 rolesOccupations sharing the most essential skills with this one. The number is a count, not an opinion.
- mortgage broker5 skills in common
- securities analyst5 skills in common
- corporate banking adviser4 skills in common
- investment analyst4 skills in common
- investment fund manager4 skills in common
- mutual fund broker4 skills in common
- securities broker4 skills in common
- mortgage loan underwriter3 skills in common
Optional skills
18- accounting techniques
- advise on financial matters
- analyse financial risk
- apply technical communication skills
- collect property financial information
- conduct financial audits
- develop investment portfolio
- financial products
- handle financial disputes
- handle financial transactions
- maintain relationship with customers
- prepare financial statements
- prepare tax returns forms
- promote financial products
- protect client interests
- provide support in financial calculation
- register deeds
- research taxation procedures
No account needed to start
How close are you to being a personal trust officer?
MyNodes reads your CV once, maps it to this same taxonomy, and shows you which roles you are already closest to and the few skills that would open the most doors. The file is deleted as soon as it has been read.