Job catalog - Employment
Cataleg D ocupacions capçalera
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Catalogue of occupations
Ocupacions
Personal trust officer
Personal trust manager Personal trust officer Personal trust supervisor Trustee officer
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.
Tasks
(a) Building and maintaining a client base;
(b) Interviewing clients to determine financial status and objectives, risk tolerance and other information needed to develop financial plans and investment strategies;
(c) Setting financial objectives, and developing and implementing strategies for achieving the financial objectives;
(d) Arranging to buy and sell stocks and bonds for clients;
(e) Monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets;
(f) Recommending and arranging insurance cover for clients.
Knowledge
- Finance, banking and insurance
- Accounting and taxation
- Law
- Statistics
Digital competencies
- Performing risk analysis and management
- Managing budgets or finances
- Gathering information from physical or electronic sources
- Providing financial advice
- Monitoring financial and economic resources and activity
Digital competencies
No skills and knowledge of the occupation have been found. Only skills and knowledge relevant and requested by companies in their job offers are displayed.
Personal competencies
- Demonstrating willingness to learn
- Supporting others
- Processing information, ideas and concepts
Professional groups of the occupation
Professionals
Business and administration professionals
Finance professionals
Financial and investment advisers
Other occupations of the professional group
Do you want to know the demand for this occupation in the market?
Contracts and job seekers in the last year in Barcelonès
Financial and investment advisers
147
Number of contracts in Barcelonès
68,06%
Percentage of contracts in Catalonia
-5,77% Interannual variation of contracts in Barcelonès
96,60%
Permanent contracts over total contracts in Barcelonès
6,80%
Part-time contracts
1,01% Turnover index
217
Average of job seekers in Barcelonès
17%
Interannual variation of job seekers in Barcelonès
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
The market for this profile is hiring
Contracts in u00e8 over the past year by sex and age
Contracts by gender in Barcelonès.
Business and administration professionals
45%
55%
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
Contracts by age groups.
Business and administration professionals
Data source: Observatori del Treball i Model Productiu, Government of Catalonia
What vacancies are published in the professional family?
Vacancies published by professional family and type of contract in Barcelonès over the past year
Finance professionals
| Occupation | Vacancies | Permanent contracts |
|---|
Data source: Data generated from the analysis of Lightcast data and the Observatory of Work and Productive Model of the Government of Catalonia.
What experience is required for the vacancies? Which sectors are looking for this occupation?
Financial and investment advisers
Data source: Own elaboration based on the data of vacancies extracted by Lightcast.
The vacancies published are for working in:
Job vacancies posted by county
Data source: Own elaboration based on the data of vacancies extracted by Lightcast.
Occupations that share knowledge and skills
This service uses the ESCO classification of the European Commission.
