Career Overlap Transition record Edition 1 · ESCO v1.2.1
Table 1Transition record

bank account managertofinancial broker

A bank account manager already meets 58% of what the financial broker role asks for. The move turns on 6 required skills not yet in the profile.

From bank account manager
58%
Overlap1
To financial broker
16 Skills carried over
6 Required, not held
41.9 Difficulty2
Career overlap Partial match

58%

Learning distance Real move, short list to learn

41.9/ 100

1 Share of the financial broker role’s weighted skill requirement already met by the bank account 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.

Why

Why this move works

A financial broker role treats 10 of its required skills as things a bank account manager already does. These are the ones it depends on most.

  • advise on financial matters
  • analyse market financial trends
  • apply technical communication skills
  • create a financial plan
  • economics
  • financial products

What stands in the way is 6 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.

Table 2

Table 2 · What you already bring

Of the 16 skills that carry over, these are the ones fewest other occupations ask for. A financial broker role needs them, and most people applying for one will not have them already. This is the part of a bank account manager background worth leading with.

Skill the target role also needs Area
  • already held provide financial product information communication, collaboration and creativity
  • already held provide support in financial calculation information skills
  • already held maintain records of financial transactions information skills
  • already held trace financial transactions information skills
  • already held communicate with banking professionals communication, collaboration and creativity
  • already held protect client interests communication, collaboration and creativity

All 16 carried skills, including the 10 the financial broker role treats as required.

Table 3

Table 3 · What you would need to learn

The 14 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 information skills 3 required, 2 supplementary
  • required, not held maintain financial records required
  • required, not held manage financial risk required
  • required, not held synthesise financial information required
  • optional, not held conduct financial audits optional
  • optional, not held provide cost benefit analysis reports optional
02 communication, collaboration and creativity 1 required, 3 supplementary
  • required, not held trade securities required
  • optional, not held communicate with customers optional
  • optional, not held handle financial disputes optional
  • optional, not held review investment portfolios optional
03 business, administration and law 1 required, 1 supplementary
  • required, not held financial jurisdiction required
  • optional, not held modern portfolio theory optional
04 natural sciences, mathematics and statistics 1 required
  • required, not held actuarial science required
05 management skills 2 supplementary
  • optional, not held operate financial instruments optional
  • optional, not held optimise financial performance optional
Table 4

Table 4 · Where to start

The 3 entries a financial broker 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 16 skills that carry over
Skill Type
  • already held advise on financial matters skill
  • already held analyse market financial trends skill
  • already held apply technical communication skills skill
  • already held create a financial plan skill
  • already held economics knowledge
  • already held financial products knowledge
  • already held obtain financial information skill
  • already held protect client interests skill
  • already held provide financial product information skill
  • already held securities knowledge
  • already held banking activities knowledge
  • already held communicate with banking professionals skill
  • already held handle financial transactions skill
  • already held maintain records of financial transactions skill
  • already held provide support in financial calculation skill
  • already held trace financial transactions skill
8 supplementary skills, helpful but not required
Skill to acquire Tier
  • optional, not held communicate with customers optional
  • optional, not held conduct financial audits optional
  • optional, not held handle financial disputes optional
  • optional, not held modern portfolio theory optional
  • optional, not held operate financial instruments optional
  • optional, not held optimise financial performance optional
  • optional, not held provide cost benefit analysis reports optional
  • optional, not held review investment portfolios optional
20 held skills the financial broker role does not ask for
Skill Type
  • not needed by the target role advise on bank account skill
  • not needed by the target role analyse financial performance of a company skill
  • not needed by the target role core banking software knowledge
  • not needed by the target role corporate social responsibility knowledge
  • not needed by the target role create banking accounts skill
  • not needed by the target role customer service knowledge
  • not needed by the target role electronic communication knowledge
  • not needed by the target role enforce financial policies skill
  • not needed by the target role ethics knowledge
  • not needed by the target role financial analysis knowledge
  • not needed by the target role financial management knowledge
  • not needed by the target role financial statements knowledge
  • not needed by the target role follow company standards skill
  • not needed by the target role liaise with managers skill
  • not needed by the target role offer financial services skill
  • not needed by the target role plan health and safety procedures skill
  • not needed by the target role produce statistical financial records skill
  • not needed by the target role promote financial products skill
  • not needed by the target role solve bank account problems skill
  • not needed by the target role strive for company growth skill
3 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 financial jurisdiction required
  • optional, not held modern portfolio theory optional
Index

Other moves recorded from bank account manager

Full index of moves from bank account 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.