Table 1Transition record

relationship banking managertoasset manager

A relationship banking manager already meets 59% of what the asset manager role asks for. The move turns on 8 required skills not yet in the profile.

From relationship banking manager

59%

Overlap1

To asset manager

22 Skills carried over

8 Required, not held

45.3 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 45.3

This move: 45.3 of 100 · moderate

1 Share of the asset manager role’s weighted skill requirement already met by the relationship banking 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 22 skills that carry over, these are the ones fewest other occupations ask for. A asset manager role needs them, and most people applying for one will not have them already. This is the part of a relationship banking manager background worth leading with.

Skill the target role also needs Area

already held apply credit risk policy assisting and caring
already held consult credit score information skills
already held enforce financial policies management skills
already held examine credit ratings information skills
already held financial analysis business, administration and law
already held financial markets business, administration and law

All 22 carried skills, including the 14 the asset manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 18 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 management skills 3 required, 1 supplementary

required, not held perform asset recognition required
required, not held develop investment portfolio required
required, not held handle financial transactions required

optional, not held exert expenditure control optional

02 business, administration and law 2 required, 2 supplementary

required, not held asset management required
required, not held modern portfolio theory required

optional, not held credit control processes optional
optional, not held funding methods optional

03 communication, collaboration and creativity 1 required, 5 supplementary

required, not held review investment portfolios required

optional, not held negotiate on asset value optional
optional, not held review closing procedures optional
optional, not held handle financial disputes optional
optional, not held identify clients' needs optional
optional, not held negotiate loan agreements optional

04 information skills 1 required, 2 supplementary

required, not held advise on risk management required

optional, not held interpret financial statements optional
optional, not held provide support in financial calculation 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 asset manager 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 22 skills that carry over

Skill Type

already held advise on financial matters skill
already held analyse financial performance of a company skill
already held analyse financial risk skill
already held analyse market financial trends skill
already held corporate social responsibility knowledge
already held enforce financial policies skill
already held examine credit ratings skill
already held financial analysis knowledge
already held financial markets knowledge
already held financial statements knowledge
already held follow company standards skill
already held liaise with managers skill
already held manage financial risk skill
already held strive for company growth skill
already held apply credit risk policy skill
already held apply technical communication skills skill
already held consult credit score skill
already held create a financial plan skill
already held financial management knowledge
already held obtain financial information skill
already held plan health and safety procedures skill
already held securities knowledge

10 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held negotiate on asset value optional
optional, not held review closing procedures optional
optional, not held credit control processes optional
optional, not held exert expenditure control optional
optional, not held funding methods optional
optional, not held handle financial disputes optional
optional, not held identify clients' needs optional
optional, not held interpret financial statements optional
optional, not held negotiate loan agreements optional
optional, not held provide support in financial calculation optional

34 held skills the asset manager role does not ask for

Skill Type

not needed by the target role accounting techniques knowledge
not needed by the target role advise on credit rating skill
not needed by the target role advise on investment skill
not needed by the target role analyse business plans skill
not needed by the target role assist in loan applications skill
not needed by the target role build business relationships skill
not needed by the target role business loans knowledge
not needed by the target role business management principles knowledge
not needed by the target role communicate with banking professionals skill
not needed by the target role conduct financial audits skill
not needed by the target role core banking software knowledge
not needed by the target role customer service knowledge
not needed by the target role economics knowledge
not needed by the target role ensure compliance with company regulations skill
not needed by the target role financial jurisdiction knowledge
not needed by the target role financial products knowledge
not needed by the target role foreign valuta knowledge
not needed by the target role identify customer's needs skill
not needed by the target role inform on interest rates skill
not needed by the target role maintain relationship with customers skill
not needed by the target role monitor loan portfolio skill
not needed by the target role monitor stock market skill
not needed by the target role mortgage loans knowledge
not needed by the target role negotiate with stakeholders skill
not needed by the target role offer financial services skill
not needed by the target role operate financial instruments skill
not needed by the target role present reports skill
not needed by the target role principles of insurance knowledge
not needed by the target role prospect new customers skill
not needed by the target role provide cost benefit analysis reports skill
not needed by the target role provide financial product information skill
not needed by the target role relationship marketing knowledge
not needed by the target role tax legislation knowledge
not needed by the target role types of insurance knowledge

5 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 asset management required
required, not held modern portfolio theory required
optional, not held credit control processes optional
optional, not held funding methods optional

Index

Other moves recorded from relationship banking manager

Full index of moves from relationship banking 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.