af05383bb1
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
40 lines
1.5 KiB
Markdown
40 lines
1.5 KiB
Markdown
# Competences — personal trust officer
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Source: ESCO v1.2.1 occupation-skill relations (http://data.europa.eu/esco/occupation/7284ccbf-e2fd-4e2f-8bbf-bc54eab610d5).
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## Essential
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- **actuarial science** (knowledge)
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- **communicate with beneficiaries** (skill/competence)
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- **examine trusts** (skill/competence)
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- **identify clients' needs** (skill/competence)
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- **investment analysis** (knowledge)
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- **maintain trusts** (skill/competence)
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- **monitor title procedures** (skill/competence)
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- **obtain financial information** (skill/competence)
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- **property law** (knowledge)
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- **review investment portfolios** (skill/competence)
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- **securities** (knowledge)
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- **tax legislation** (knowledge)
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## Optional
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- accounting techniques (knowledge)
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- advise on financial matters (skill/competence)
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- analyse financial risk (skill/competence)
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- apply technical communication skills (skill/competence)
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- collect property financial information (skill/competence)
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- conduct financial audits (skill/competence)
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- develop investment portfolio (skill/competence)
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- financial products (knowledge)
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- handle financial disputes (skill/competence)
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- handle financial transactions (skill/competence)
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- maintain relationship with customers (skill/competence)
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- prepare financial statements (skill/competence)
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- prepare tax returns forms (skill/competence)
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- promote financial products (skill/competence)
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- protect client interests (skill/competence)
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- provide support in financial calculation (skill/competence)
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- register deeds (skill/competence)
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- research taxation procedures (skill/competence)
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