Career Overlap Occupation record
RecordJob

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.

Also known as personal trust manager, trustee officer, personal trust supervisor.

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

Fig. 2 · Career map 5 nearest · ESCO v1.2.1
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
  • 70% and above · short step
  • 50 to 70% · real move
  • Below 50% · substantial retraining
The 5 nearest destinations from personal trust officer, each one a link to that move’s record. 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.
Table 1

Table 1 · A bigger jump

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

Table 2

Table 2 · What the job itself asks for

A personal trust officer needs 12 required skills and areas of knowledge. These 10 are the ones fewest other jobs share, so they say the most about the work.

Required skill Area
  • examine trusts information skills
  • maintain trusts management skills
  • communicate with beneficiaries communication, collaboration and creativity
  • monitor title procedures information skills
  • identify clients' needs communication, collaboration and creativity
  • property law business, administration and law
  • investment analysis business, administration and law
  • review investment portfolios communication, collaboration and creativity
  • actuarial science natural sciences, mathematics and statistics
  • securities business, administration and law
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

Overlap is how much of the target role is already part of a personal trust officer’s work. 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.