# Competences — personal trust officer

Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/7284ccbf-e2fd-4e2f-8bbf-bc54eab610d5).

## Essential

- **actuarial science** (knowledge)
- **communicate with beneficiaries** (skill/competence)
- **examine trusts** (skill/competence)
- **identify clients' needs** (skill/competence)
- **investment analysis** (knowledge)
- **maintain trusts** (skill/competence)
- **monitor title procedures** (skill/competence)
- **obtain financial information** (skill/competence)
- **property law** (knowledge)
- **review investment portfolios** (skill/competence)
- **securities** (knowledge)
- **tax legislation** (knowledge)

## Optional

- accounting techniques (knowledge)
- advise on financial matters (skill/competence)
- analyse financial risk (skill/competence)
- apply technical communication skills (skill/competence)
- collect property financial information (skill/competence)
- conduct financial audits (skill/competence)
- develop investment portfolio (skill/competence)
- financial products (knowledge)
- handle financial disputes (skill/competence)
- handle financial transactions (skill/competence)
- maintain relationship with customers (skill/competence)
- prepare financial statements (skill/competence)
- prepare tax returns forms (skill/competence)
- promote financial products (skill/competence)
- protect client interests (skill/competence)
- provide support in financial calculation (skill/competence)
- register deeds (skill/competence)
- research taxation procedures (skill/competence)