Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

bank account managertosecurities broker

A bank account manager already meets 53% of what the securities broker role asks for. The move turns on 9 required skills not yet in the profile.

From bank account manager
53%
Overlap1
To securities broker
17 Skills carried over
9 Required, not held
48.8 Difficulty2
Career overlap Partial match

53%

Learning distance Real move, short list to learn

48.8/ 100

1 Share of the securities broker 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.

Why

Why this move works

A securities broker role treats 11 of its required skills as things a bank account manager already does. These are the ones it depends on most.

  • advise on financial matters
  • analyse market financial trends
  • apply technical communication skills
  • create a financial plan
  • economics
  • financial products

What stands in the way is 9 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 17 skills that carry over, these are the ones fewest other occupations ask for. A securities broker 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 provide financial product information communication, collaboration and creativity
  • already held provide support in financial calculation information skills
  • already held electronic communication engineering, manufacturing and construction
  • already held maintain records of financial transactions information skills
  • already held trace financial transactions information skills
  • already held communicate with banking professionals communication, collaboration and creativity

All 17 carried skills, including the 11 the securities broker role treats as required.

Table 3

Table 3 · What you would need to learn

The 17 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, 3 supplementary
  • required, not held financial jurisdiction required
  • required, not held financial markets required
  • required, not held stock market required
  • optional, not held accounting optional
  • optional, not held modern portfolio theory optional
  • optional, not held tax legislation optional
02 information skills 3 required, 1 supplementary
  • required, not held analyse financial risk required
  • required, not held assess risks of clients' assets required
  • required, not held forecast economic trends required
  • optional, not held perform stock valuation optional
03 communication, collaboration and creativity 2 required, 2 supplementary
  • required, not held review investment portfolios required
  • required, not held trade securities required
  • optional, not held build business relationships optional
  • optional, not held communicate with customers optional
04 natural sciences, mathematics and statistics 1 required, 1 supplementary
  • required, not held actuarial science required
  • optional, not held statistics optional
05 management skills 1 supplementary
  • optional, not held operate financial instruments optional
Table 4

Table 4 · Where to start

The 3 entries a securities broker 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 17 skills that carry over
Skill Type
  • already held advise on financial matters skill
  • already held analyse market financial trends skill
  • already held apply technical communication skills skill
  • already held create a financial plan 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 protect client interests skill
  • already held securities knowledge
  • already held banking activities knowledge
  • already held communicate with banking professionals skill
  • already held electronic communication knowledge
  • already held provide financial product information skill
  • already held provide support in financial calculation skill
  • already held trace financial transactions skill
8 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held accounting optional
  • optional, not held build business relationships optional
  • optional, not held communicate with customers optional
  • optional, not held modern portfolio theory optional
  • optional, not held operate financial instruments optional
  • optional, not held perform stock valuation optional
  • optional, not held statistics optional
  • optional, not held tax legislation optional
19 held skills the securities broker 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 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 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 offer financial services 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 solve bank account problems skill
  • not needed by the target role strive for company growth 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 financial jurisdiction required
  • required, not held financial markets required
  • required, not held stock market required
  • optional, not held accounting optional
  • optional, not held modern portfolio theory optional
  • optional, not held statistics optional
  • optional, not held tax legislation 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.