Career Overlap Occupation record Edition 1 · ESCO v1.2.1
RecordOccupation

Where a personal trust officer can go next

5 destinations recorded, ranked by how much of the target role a personal trust officer already meets. The closer to the top of Table 1, the less there is to learn.

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.

Professionals 30 skills on file 5 career moves 0 above 60% overlap Closest: securities broker, 43%

securities broker 43% covered financial broker 42% covered stock broker 40% covered insurance collector 36% covered foreclosure specialist 35% covered personal trust officer You are here
Fig. 2 — the 5 nearest destinations from personal trust officer. Distance from the centre is how much retraining the move takes; the figure on each is how much of that role a personal trust officer already covers. All 5 are listed in the tables below.
  • 70% and above · short step
  • 50 to 70% · real move
  • Below 50% · substantial retraining
Table 2

Table 2 · A bigger jump

Possible, but expect real retraining rather than a sideways step.

Index

Look up another occupation

personal trust officer is filed under Professionals, ISCO major group 2. The full index lists all ten groups.

Note

How these figures were compiled

Coverage is the share of the target role’s weighted skill requirement a personal trust officer already meets, counting required skills in full and supplementary ones at 0.35. It is directional: the figure for the reverse move differs. Every entry above opens the full comparison for that move: what carries over, what is missing, and where to start. The full method.