personal trust officer
Code 2412.8
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.
Essential skills
Knowledge
- investment analysis
- actuarial science
- property law
- tax legislation
- securities
Skills and competences
- communicate with beneficiaries
- identify clients' needs
- maintain trusts
- obtain financial information
- review investment portfolios
Transversal competences
- examine trusts
- monitor title procedures
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Sources
This service uses the ESCO classification of the European Commission and the Mapha Taxonomy developed by OTIC SOFOFA (CC BY 4.0), in an adapted version. Group codes come from the ILO's ISCO-08. See sources and licences