Table 1Transition record

banking products managertorelationship banking manager

A banking products manager already meets 48% of what the relationship banking manager role asks for. The move turns on 11 required skills not yet in the profile.

From banking products manager

48%

Overlap1

To relationship banking manager

23 Skills carried over

11 Required, not held

60.1 Difficulty2

adjacent 0–30

moderate 30–55

substantial 55–75

career change 75–100

this move, 60.1

This move: 60.1 of 100 · substantial

1 Share of the relationship banking manager role’s weighted skill requirement already met by the banking products 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.

Table 2

Table 2 · What you already bring

Of the 23 skills that carry over, these are the ones fewest other occupations ask for. A relationship banking manager role needs them, and most people applying for one will not have them already. This is the part of a banking products manager background worth leading with.

Skill the target role also needs Area

already held core banking software information and communication technologies (icts)
already held advise on investment communication, collaboration and creativity
already held operate financial instruments management skills
already held enforce financial policies management skills
already held financial analysis business, administration and law
already held financial markets business, administration and law

All 23 carried skills, including the 14 the relationship banking manager role treats as required.

Table 3

Table 3 · What you would need to learn

The 33 missing skills fall into 4 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 communication, collaboration and creativity 6 required, 5 supplementary

required, not held identify customer's needs required
required, not held maintain relationship with customers required
required, not held offer financial services required
required, not held prospect new customers required
required, not held apply technical communication skills required
required, not held provide financial product information required

optional, not held inform on interest rates optional
optional, not held advise on credit rating optional
optional, not held build business relationships optional
optional, not held negotiate with stakeholders optional
optional, not held present reports optional

02 information skills 3 required, 5 supplementary

required, not held consult credit score required
required, not held obtain financial information required
required, not held provide cost benefit analysis reports required

optional, not held monitor loan portfolio optional
optional, not held conduct financial audits optional
optional, not held examine credit ratings optional
optional, not held manage financial risk optional
optional, not held monitor stock market optional

03 business, administration and law 2 required, 9 supplementary

required, not held customer service required
required, not held financial jurisdiction required

optional, not held foreign valuta optional
optional, not held principles of insurance optional
optional, not held accounting techniques optional
optional, not held business loans optional
optional, not held business management principles optional
optional, not held mortgage loans optional
optional, not held relationship marketing optional
optional, not held tax legislation optional
optional, not held types of insurance optional

04 assisting and caring 3 supplementary

optional, not held apply credit risk policy optional
optional, not held assist in loan applications optional
optional, not held ensure compliance with company regulations optional

Table 4

Table 4 · Where to start

The 3 entries a relationship banking manager 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 23 skills that carry over

Skill Type

already held advise on financial matters skill
already held advise on investment skill
already held core banking software knowledge
already held corporate social responsibility knowledge
already held create a financial plan skill
already held enforce financial policies skill
already held financial analysis knowledge
already held financial management knowledge
already held financial markets knowledge
already held financial products knowledge
already held financial statements knowledge
already held follow company standards skill
already held liaise with managers skill
already held strive for company growth skill
already held analyse business plans skill
already held analyse financial performance of a company skill
already held analyse financial risk skill
already held analyse market financial trends skill
already held communicate with banking professionals skill
already held economics knowledge
already held operate financial instruments skill
already held plan health and safety procedures skill
already held securities knowledge

22 supplementary skills, helpful but not required

Skill to acquire Tier

optional, not held foreign valuta optional
optional, not held inform on interest rates optional
optional, not held monitor loan portfolio optional
optional, not held principles of insurance optional
optional, not held accounting techniques optional
optional, not held advise on credit rating optional
optional, not held apply credit risk policy optional
optional, not held assist in loan applications optional
optional, not held build business relationships optional
optional, not held business loans optional
optional, not held business management principles optional
optional, not held conduct financial audits optional
optional, not held ensure compliance with company regulations optional
optional, not held examine credit ratings optional
optional, not held manage financial risk optional
optional, not held monitor stock market optional
optional, not held mortgage loans optional
optional, not held negotiate with stakeholders optional
optional, not held present reports optional
optional, not held relationship marketing optional
optional, not held tax legislation optional
optional, not held types of insurance optional

22 held skills the relationship banking manager role does not ask for

Skill Type

not needed by the target role advise on communication strategies skill
not needed by the target role banking activities knowledge
not needed by the target role carry out strategic research skill
not needed by the target role coordinate marketing plan actions skill
not needed by the target role cost management knowledge
not needed by the target role define measurable marketing objectives skill
not needed by the target role develop product design skill
not needed by the target role develop product policies skill
not needed by the target role draw conclusions from market research results skill
not needed by the target role electronic business knowledge
not needed by the target role ensure finished product meet requirements skill
not needed by the target role make strategic business decisions skill
not needed by the target role market research knowledge
not needed by the target role marketing management knowledge
not needed by the target role marketing principles knowledge
not needed by the target role perform market research skill
not needed by the target role plan product management skill
not needed by the target role prepare market research reports skill
not needed by the target role sales strategies knowledge
not needed by the target role statistics knowledge
not needed by the target role survey techniques knowledge
not needed by the target role trading software knowledge

11 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 customer service required
required, not held financial jurisdiction required
optional, not held foreign valuta optional
optional, not held principles of insurance optional
optional, not held accounting techniques optional
optional, not held business loans optional
optional, not held business management principles optional
optional, not held mortgage loans optional
optional, not held relationship marketing optional
optional, not held tax legislation optional
optional, not held types of insurance optional

Index

Other moves recorded from banking products manager

Full index of moves from banking products 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.