عن هذه المهنة
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.
المهارات الأساسية
communicate with beneficiaries
examine trusts
identify clients' needs
maintain trusts
monitor title procedures
obtain financial information
review investment portfolios
المعرفة المطلوبة
actuarial science
investment analysis
property law
securities
tax legislation
مهارات إضافية
advise on financial matters
analyse financial risk
apply technical communication skills
collect property financial information
conduct financial audits
develop investment portfolio
handle financial disputes
handle financial transactions
maintain relationship with customers
prepare financial statements
prepare tax returns forms
promote financial products
protect client interests
provide support in financial calculation
register deeds
research taxation procedures
accounting techniques
financial products
تُعرف أيضًا باسم
trustee officer
personal trust manager
personal trust supervisor
