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  7. personal trust officer
ESCO occupation

personal trust 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.

Also called: trustee officer, personal trust officers, personal trust manager, personal trust supervisor.

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Occupations: ESCO © European Union, CC BY 4.0 · Geography: GeoNames, CC BY 4.0 · Industries: ISIC Rev.4, UNSD

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