personal trust officer (EN)
ISCO 2412 · v1.2.1
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.
Classification skills are not a measurement of your proficiency or future displaced hours.
Source aliases (EN)
- trustee officer
- personal trust manager
- personal trust supervisor
Skills and knowledge
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