Table 1Transition record

bank account managertofinancial trader

A bank account manager already meets 49% of what the financial trader role asks for. The move turns on 7 required skills not yet in the profile.

From bank account manager

49%

Overlap1

To financial trader

14 Skills carried over

7 Required, not held

52.1 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 52.1

This move: 52.1 of 100 · moderate

1 Share of the financial trader role’s weighted skill requirement already met by the bank account manager profile. Required skills count in full, supplementary skills at 0.35. Directional: the figure for the reverse move differs. 2 Combines what is missing with how specialised it is, so a gap of general skills scores easier than the same number of narrow ones.

Table 2

Table 2 · What you already bring

Of the 14 skills that carry over, these are the ones fewest other occupations ask for. A financial trader role needs them, and most people applying for one will not have them already. This is the part of a bank account manager background worth leading with.

Skill the target role also needs Area

already held offer financial services communication, collaboration and creativity
already held provide financial product information communication, collaboration and creativity
already held maintain records of financial transactions information skills
already held communicate with banking professionals communication, collaboration and creativity
already held protect client interests communication, collaboration and creativity
already held financial products business, administration and law

All 14 carried skills, including the 10 the financial trader role treats as required.

Table 3

Table 3 · What you would need to learn

The 21 missing skills fall into 5 areas of the ESCO skill hierarchy, numbered below in the order worth working in: the areas carrying the most required skills come first, and inside each one the required skills sit above the supplementary ones.

Skill to acquire Tier

01 business, administration and law 3 required, 4 supplementary

required, not held cryptocurrency required
required, not held financial jurisdiction required
required, not held financial markets required

optional, not held fundamental analysis optional
optional, not held investment analysis optional
optional, not held modern portfolio theory optional
optional, not held stock market optional

02 information skills 1 required, 5 supplementary

required, not held analyse economic trends required

optional, not held assess risks of clients' assets optional
optional, not held forecast economic trends optional
optional, not held manage financial risk optional
optional, not held monitor stock market optional
optional, not held perform stock valuation optional

03 communication, collaboration and creativity 1 required, 3 supplementary

required, not held communicate with customers required

optional, not held advise on investment optional
optional, not held review investment portfolios optional
optional, not held trade securities optional

04 management skills 1 required, 2 supplementary

required, not held operate financial instruments required

optional, not held develop investment portfolio optional
optional, not held make investment decisions optional

05 natural sciences, mathematics and statistics 1 required

required, not held actuarial science required

Table 4

Table 4 · Where to start

The 3 entries a financial trader role is least likely to hire without. The ordering is computed from the skill data, not from what pays.

Each entry opens a course search for that skill. Career Overlap earns nothing from these links.

Appendix

Appendix · The rest of the record

All 14 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse market financial trends skill
already held economics knowledge
already held financial products knowledge
already held handle financial transactions skill
already held maintain records of financial transactions skill
already held obtain financial information skill
already held offer financial services skill
already held protect client interests skill
already held provide financial product information skill
already held banking activities knowledge
already held communicate with banking professionals skill
already held create a financial plan skill
already held securities knowledge

14 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held advise on investment optional
optional, not held fundamental analysis optional
optional, not held investment analysis optional
optional, not held assess risks of clients' assets optional
optional, not held develop investment portfolio optional
optional, not held forecast economic trends optional
optional, not held make investment decisions optional
optional, not held manage financial risk optional
optional, not held modern portfolio theory optional
optional, not held monitor stock market optional
optional, not held perform stock valuation optional
optional, not held review investment portfolios optional
optional, not held stock market optional
optional, not held trade securities optional

22 held skills the financial trader role does not ask for

Skill Type

not needed by the target role advise on bank account skill
not needed by the target role analyse financial performance of a company skill
not needed by the target role apply technical communication skills skill
not needed by the target role core banking software knowledge
not needed by the target role corporate social responsibility knowledge
not needed by the target role create banking accounts skill
not needed by the target role customer service knowledge
not needed by the target role electronic communication knowledge
not needed by the target role enforce financial policies skill
not needed by the target role ethics knowledge
not needed by the target role financial analysis knowledge
not needed by the target role financial management knowledge
not needed by the target role financial statements knowledge
not needed by the target role follow company standards skill
not needed by the target role liaise with managers skill
not needed by the target role plan health and safety procedures skill
not needed by the target role produce statistical financial records skill
not needed by the target role promote financial products skill
not needed by the target role provide support in financial calculation skill
not needed by the target role solve bank account problems skill
not needed by the target role strive for company growth skill
not needed by the target role trace financial transactions skill

8 gaps that are knowledge rather than practice

Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.

Skill to acquire Tier

required, not held actuarial science required
required, not held cryptocurrency required
required, not held financial jurisdiction required
required, not held financial markets required
optional, not held fundamental analysis optional
optional, not held investment analysis optional
optional, not held modern portfolio theory optional
optional, not held stock market optional

Index

Other moves recorded from bank account manager

Full index of moves from bank account manager

Note

How this record was compiled

Both occupations are taken from ESCO, which lists the skills and knowledge each occupation is expected to have and marks every one required or optional. Nothing here is a prediction about hiring, and nothing here knows that a particular employer wants a particular certificate. Treat Table 3 as a starting point for your own research rather than a syllabus. The full method states what these figures can and cannot tell you.