personal-trust-officer/references/profile.md

Occupation profile — personal trust officer

• ESCO URI: http://data.europa.eu/esco/occupation/7284ccbf-e2fd-4e2f-8bbf-bc54eab610d5
• ESCO code: 2412.8
• ISCO-08 group: 2412 — Financial and investment advisers
• O*NET-SOC: 13-2052.00 — Personal Financial Advisors (match: closeMatch)

Description (ESCO)

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.

Definition

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Alternative labels

• personal trust manager
• trustee officer
• personal trust supervisor