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Trust officer vs asset manager

The differences between trust officers and asset managers can be seen in a few details. Each job has different responsibilities and duties. It typically takes 6-8 years to become both a trust officer and an asset manager. Additionally, an asset manager has an average salary of $85,814, which is higher than the $61,493 average annual salary of a trust officer.

The top three skills for a trust officer include real estate, portfolio and wealth management. The most important skills for an asset manager are asset management, financial statements, and property management.

Trust officer vs asset manager overview

Trust OfficerAsset Manager
Yearly salary$61,493$85,814
Hourly rate$29.56$41.26
Growth rate17%17%
Number of jobs56,62364,732
Job satisfaction--
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 68%
Average age4646
Years of experience88

What does a trust officer do?

Trust officers are professionals who are responsible for administering trust account portfolios of their clients. These officers are required to develop business relationships with their clients by responding to the request of their clients and facilitating internal service coordination to resolve issues. They must handle activities that are associated with personal or corporate trust while providing consultation on matters related to finance and wealth. Trust officers usually work in the financial industry and report directly to a manager or head of a department.

What does an asset manager do?

An asset manager is responsible for advising clients with their investment preferences and financial goals based on their assets' quantity and value. Asset managers regularly meet with their clients regarding their asset management's progress, recommending more investment options and considering the clients' needs. They manage financial portfolios and prepare stock market reports and forecasts as needed. An asset manager must have a broad knowledge of the financial industry and investment processes, identifying profit opportunities for long-term investment objectives.

Trust officer vs asset manager salary

Trust officers and asset managers have different pay scales, as shown below.

Trust OfficerAsset Manager
Average salary$61,493$85,814
Salary rangeBetween $30,000 And $121,000Between $59,000 And $123,000
Highest paying CityNew York, NYNew York, NY
Highest paying stateConnecticutNew York
Best paying companyNeuberger BermanDeutsche Bank
Best paying industryFinanceFinance

Differences between trust officer and asset manager education

There are a few differences between a trust officer and an asset manager in terms of educational background:

Trust OfficerAsset Manager
Most common degreeBachelor's Degree, 70%Bachelor's Degree, 68%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaStanford University

Trust officer vs asset manager demographics

Here are the differences between trust officers' and asset managers' demographics:

Trust OfficerAsset Manager
Average age4646
Gender ratioMale, 48.1% Female, 51.9%Male, 64.3% Female, 35.7%
Race ratioBlack or African American, 7.8% Unknown, 4.1% Hispanic or Latino, 15.0% Asian, 8.4% White, 64.4% American Indian and Alaska Native, 0.3%Black or African American, 7.8% Unknown, 4.1% Hispanic or Latino, 15.0% Asian, 8.9% White, 63.8% American Indian and Alaska Native, 0.3%
LGBT Percentage11%11%

Differences between trust officer and asset manager duties and responsibilities

Trust officer example responsibilities.

  • Manage personal trusts, special needs trusts, conservatorships, charitable remainder trusts and estates.
  • Manage processing transfer requests of new IRA accounts and the corresponding follow up and collection activities.
  • Achieve this through aggressive sales calling on CFO's of large corporations, attorneys, CPAs and political officials.
  • Manage the day to day affairs of various personal trust relationships, IRAs, custodial accounts, powers of attorney.
  • Manage portfolio of accounts consisting of housing, transportation, education and industrial development of both municipal and corporate issuers.
  • Contact clients, financial advisors, payroll companies and CPA's regarding items in question.
  • Show more

Asset manager example responsibilities.

  • Manage and improve the processes require to support server end of life and normal windows patching processes.
  • Manage a pipeline of assets/projects through the project life cycle of short sale/deed in lieu of foreclosure through closing.
  • Manage and facilitate IRB investigations of report non-compliance and/or scientific misconduct.
  • Recognize for financial acumen, successfully managing invoicing, vendor accounts, reconciliations, and target reports.
  • Manage commercial and multifamily REO portfolio preparing property operating plans to enhance value and marketability of REO asset
  • Trade structured product securities for accounts manage by other portfolio managers base on economic conditions and the needs of specific portfolios.
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Trust officer vs asset manager skills

Common trust officer skills
  • Real Estate, 8%
  • Portfolio, 7%
  • Wealth Management, 7%
  • Business Development, 7%
  • Estate Planning, 6%
  • Risk Management, 6%
Common asset manager skills
  • Asset Management, 20%
  • Financial Statements, 7%
  • Property Management, 7%
  • Customer Service, 6%
  • Oversight, 5%
  • Loan Portfolio, 5%

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