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skillfactor-pipeline/skills/personal-trust-officer/references/skills.md
skillfactor-pipeline af05383bb1 chore: v1 baseline - full 3,039-package catalog with AI-skill enrichment and O*NET backfill 
Snapshot before the quality program (relevance gates, tiered mapping,
QA linter). v1 is the immutable before/after reference; evidence crawl
was at ~175/3039 occupations when tagged.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01PDKeXvpT6tENSvyQGLV1Uq
2026-07-09 05:32:49 +02:00

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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)