personal trust officertostock broker
A personal trust officer already meets 40% of what the stock broker role asks for. The move turns on 9 required skills not yet in the profile.
40%
59.6/ 100
1 Share of the stock broker role’s weighted skill requirement already met by the personal trust officer 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 this move works
A stock broker role treats 9 of its required skills as things a personal trust officer already does. These are the ones it depends on most.
- actuarial science
- advise on financial matters
- analyse financial risk
- apply technical communication skills
- financial products
- handle financial transactions
What stands in the way is 9 required skills the profile does not yet cover. Table 3 groups them; Table 4 says which to take first.
Table 2 · What you already bring
Of the 12 skills that carry over, these are the ones fewest other occupations ask for. A stock broker role needs them, and most people applying for one will not have them already. This is the part of a personal trust officer background worth leading with.
- already held provide support in financial calculation information skills
- already held review investment portfolios communication, collaboration and creativity
- already held protect client interests communication, collaboration and creativity
- already held actuarial science natural sciences, mathematics and statistics
- already held financial products business, administration and law
- already held securities business, administration and law
All 12 carried skills, including the 9 the stock broker role treats as required.
Table 3 · What you would need to learn
The 26 missing skills fall into 6 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.
- required, not held asset management required
- required, not held financial markets required
- required, not held modern portfolio theory required
- required, not held stock market required
- optional, not held fundamental analysis optional
- optional, not held holding company activities optional
- optional, not held accounting optional
- optional, not held banking activities optional
- optional, not held financial jurisdiction optional
- required, not held analyse market financial trends required
- required, not held assess risks of clients' assets required
- required, not held forecast economic trends required
- optional, not held create a financial report optional
- optional, not held examine credit ratings optional
- optional, not held maintain records of financial transactions optional
- optional, not held manage financial risk optional
- optional, not held perform stock valuation optional
- optional, not held trace financial transactions optional
- required, not held trade securities required
- optional, not held build business relationships optional
- optional, not held communicate with banking professionals optional
- optional, not held communicate with customers optional
- optional, not held provide financial product information optional
- required, not held economics required
- optional, not held operate financial instruments optional
- optional, not held statistics optional
Table 4 · Where to start
The 3 entries a stock broker role is least likely to hire without. The ordering is computed from the skill data, not from what pays.
- 01 analyse market financial trends skill · cross sector
- 02 assess risks of clients' assets skill · cross sector
- 03 asset management knowledge · cross sector
Each entry opens a course search for that skill. Career Overlap earns nothing from these links.
Appendix · The rest of the record
All 12 skills that carry over
- already held actuarial science knowledge
- already held advise on financial matters skill
- already held analyse financial risk skill
- already held apply technical communication skills skill
- already held financial products knowledge
- already held handle financial transactions skill
- already held protect client interests skill
- already held review investment portfolios skill
- already held securities knowledge
- already held obtain financial information skill
- already held provide support in financial calculation skill
- already held tax legislation knowledge
17 supplementary skills, helpful but not required
- optional, not held create a financial report optional
- optional, not held fundamental analysis optional
- optional, not held holding company activities optional
- optional, not held accounting optional
- optional, not held banking activities optional
- optional, not held build business relationships optional
- optional, not held communicate with banking professionals optional
- optional, not held communicate with customers optional
- optional, not held examine credit ratings optional
- optional, not held financial jurisdiction optional
- optional, not held maintain records of financial transactions optional
- optional, not held manage financial risk optional
- optional, not held operate financial instruments optional
- optional, not held perform stock valuation optional
- optional, not held provide financial product information optional
- optional, not held statistics optional
- optional, not held trace financial transactions optional
18 held skills the stock broker role does not ask for
- not needed by the target role accounting techniques knowledge
- not needed by the target role collect property financial information skill
- not needed by the target role communicate with beneficiaries skill
- not needed by the target role conduct financial audits skill
- not needed by the target role develop investment portfolio skill
- not needed by the target role examine trusts skill
- not needed by the target role handle financial disputes skill
- not needed by the target role identify clients' needs skill
- not needed by the target role investment analysis knowledge
- not needed by the target role maintain relationship with customers skill
- not needed by the target role maintain trusts skill
- not needed by the target role monitor title procedures skill
- not needed by the target role prepare financial statements skill
- not needed by the target role prepare tax returns forms skill
- not needed by the target role promote financial products skill
- not needed by the target role property law knowledge
- not needed by the target role register deeds skill
- not needed by the target role research taxation procedures skill
11 gaps that are knowledge rather than practice
Knowledge gaps usually close through study. Practical skill gaps usually need something you can point at.
- required, not held asset management required
- required, not held economics required
- required, not held financial markets required
- required, not held modern portfolio theory required
- required, not held stock market required
- optional, not held fundamental analysis optional
- optional, not held holding company activities optional
- optional, not held accounting optional
- optional, not held banking activities optional
- optional, not held financial jurisdiction optional
- optional, not held statistics optional
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.