Manager of Savings and Investments Jobs in Chandler, AZ
A Manager of Savings and Investments in the banking industry is primarily responsible for overseeing the savings and investment portfolios of clients. They guide clients in making the most profitable financial decisions, developing investment strategies while also ensuring that they meet regulatory compliance standards. They monitor and analyze market trends, execute investment transactions and manage associated risks. They are also involved in fostering client relationships, providing financial advice and presenting investment opportunities.
Important skills for this role include strong analytical abilities, decision-making skills, a deep understanding of financial markets, and excellent communication skills. Familiarity with investment and portfolio management software is also an advantage. Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) can enhance credibility and expertise. Prior to becoming a Manager of Savings and Investments, an individual may have roles such as Financial Analyst, Investment Advisor, or Portfolio Manager.
Investment Consultant - Relationship Manager
- Scottsdale, AZ (13 miles from Chandler, AZ)
- 2 days ago
- Scottsdale, AZ (13 miles from Chandler, AZ)
- 2 days ago
management Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed Comply with all industry rules and regulations Additional tasks as needed...
Operational Risk Business Oversight Program Manager - Banking & Investment Services and Technology &
- Phoenix, AZ (14 miles from Chandler, AZ)
- 7 days ago
- Phoenix, AZ (14 miles from Chandler, AZ)
- 7 days ago
OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER - BANKING & INVESTMENT SERVICES AND TECHNOLOGY & at City National Bank in Phoenix, Arizona, United States Job Description OPERATIONAL RISK...
New Client Investment Consultant - Phoenix, AZ
- Phoenix, AZ (14 miles from Chandler, AZ)
- 9 days ago
- Phoenix, AZ (14 miles from Chandler, AZ)
- 9 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
- Phoenix, AZ (14 miles from Chandler, AZ)
- 11 days ago
- Phoenix, AZ (14 miles from Chandler, AZ)
- 11 days ago
OPERATIONAL RISK BUSINESS OVERSIGHT PROGRAM MANAGER WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is responsible for providing independent and objective oversight of the management of...
/18968/363f075f-c1dd-41b5-93de-89adf9708427.png&z=8&s=BNK&ih_t=5%2F4%2F2025+1%3A47%3A19+PM&utm_medium=internal%20referrer&utm_campaign=internal---online-course-library&utm_content=ihire&utm_term=sf_serp_searchresults_position_5&dt=Desktop)
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
- Phoenix, AZ (14 miles from Chandler, AZ)
- 26 days ago
- Phoenix, AZ (14 miles from Chandler, AZ)
- 26 days ago
The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral opportunities to the Financial Advisor team....
- Scottsdale, AZ (13 miles from Chandler, AZ)
- 30+ days ago
- Scottsdale, AZ (13 miles from Chandler, AZ)
- 30+ days ago
A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know...
Morgan Wealth Management - Associate, National Branch Field Strategy & Execution
- Tempe, AZ (6 miles from Chandler, AZ)
- 30+ days ago
- Tempe, AZ (6 miles from Chandler, AZ)
- 30+ days ago
Morgan Wealth Management infrastructure....
Wealth Management Advisor - Uptown Phoenix
- Scottsdale, AZ (13 miles from Chandler, AZ)
- 90+ days ago
- Scottsdale, AZ (13 miles from Chandler, AZ)
- 90+ days ago
At Wealth Management from U.S. Bank and U.S....
Wealth Management Advisor - Uptown Phoenix
- Phoenix, AZ (14 miles from Chandler, AZ)
- 90+ days ago
- Phoenix, AZ (14 miles from Chandler, AZ)
- 90+ days ago
At Wealth Management from U.S. Bank and U.S....
Demographic Data for Chandler, AZ
Moving to Chandler, AZ? Find some basic demographic data about Chandler, AZ below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Chandler, AZ
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Chandler, AZ offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- Modeling
- Asset Management
- Presentation
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Asset Allocation
- Tenant Retention
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Fannie Mae
- Commercial Banking
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Relationship Management
- Strategy Development
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Manager of Savings and Investments Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »