Manager of Savings and Investments Jobs in Mesa, 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.
it's what's inside that counts _______________________________ There's more to CMC than our products and the buildings, structures, and roads they go into. At CMC, it's the people inside our...
- Mesa, AZ (14 miles from Mesa, AZ)
- 2 days ago
- Mesa, AZ (14 miles from Mesa, AZ)
- 2 days ago
it's what's inside that counts _______________________________ Theres more to CMC than our products and the buildings, structures, and roads they go into. At CMC, its the people inside our...
Wealth Management Investment Consultant, Advisory Services - Tempe, AZ
- Tempe, AZ (3 miles from Mesa, AZ)
- 11 days ago
- Tempe, AZ (3 miles from Mesa, AZ)
- 11 days ago
analysis and approval techniques, and consumer lending policies and procedures - Demonstrated sales and marketing abilities - Strong analytical skills to assess client needs - Proficient computer navigation...
Investment Consultant (Active Trader) - Phoenix, AZ
- Phoenix, AZ (12 miles from Mesa, AZ)
- 12 days ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 12 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...
- Scottsdale, AZ (6 miles from Mesa, AZ)
- 14 days ago
- Scottsdale, AZ (6 miles from Mesa, AZ)
- 14 days ago
About the Company: The Associate Wealth Manager works directly with Lead Advisors to assist with the wealth management and financial planning needs of clients....
- Phoenix, AZ (12 miles from Mesa, AZ)
- 45+ days ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 45+ 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...
Investment Consultant II - Merrill Premium
- Chandler, AZ (8 miles from Mesa, AZ)
- 60+ days ago
- Chandler, AZ (8 miles from Mesa, AZ)
- 60+ days ago
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 (12 miles from Mesa, AZ)
- 60+ days ago
- Phoenix, AZ (12 miles from Mesa, AZ)
- 60+ 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....
Demographic Data for Mesa, AZ
Moving to Mesa, AZ? Find some basic demographic data about Mesa, AZ below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Mesa, AZ
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Mesa, 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
- Property Management
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounting
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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