2.0 KiB
2.0 KiB
Competences — personal trust officer
Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/7284ccbf-e2fd-4e2f-8bbf-bc54eab610d5).
Essential
- actuarial science (knowledge)
- communicate with beneficiaries (skill/competence)
- examine trusts (skill/competence)
- identify clients' needs (skill/competence)
- investment analysis (knowledge)
- maintain trusts (skill/competence)
- monitor title procedures (skill/competence)
- obtain financial information (skill/competence)
- property law (knowledge)
- review investment portfolios (skill/competence)
- securities (knowledge)
- tax legislation (knowledge)
Optional
- accounting techniques (knowledge)
- advise on financial matters (skill/competence)
- analyse financial risk (skill/competence)
- apply technical communication skills (skill/competence)
- collect property financial information (skill/competence)
- conduct financial audits (skill/competence)
- develop investment portfolio (skill/competence)
- financial products (knowledge)
- handle financial disputes (skill/competence)
- handle financial transactions (skill/competence)
- maintain relationship with customers (skill/competence)
- prepare financial statements (skill/competence)
- prepare tax returns forms (skill/competence)
- promote financial products (skill/competence)
- protect client interests (skill/competence)
- provide support in financial calculation (skill/competence)
- register deeds (skill/competence)
- research taxation procedures (skill/competence)
Market evidence (job-ad analysis, 43 ads, as of 2026-07-18)
Share of analyzed job ads mentioning the item (threshold ≥ 20 %). Source: JSearch/Adzuna APIs.
Hard skills
- trust administration — 74 %
- risk management — 40 %
- estate planning — 37 %
Responsibilities
- client communication — 42 %
- account administration — 23 %
- trust account administration — 19 %