Manager of Savings and Investments Jobs in Arizona
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.
Looking for experienced and driven office team members for our growing apartments portfolio; would be expected to perform the following tasks: answer telephone calls, respond to tenant inquiries,...
banking products and services, including credit processes and policies + Strong presentation abilities + Strong relationship management, sales, and new business development skills + Well-developed...
- Phoenix, AZ
- 2 days ago
- Phoenix, AZ
- 2 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...
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...
Responsible for accurate and timely processing of all Fixed Asset transactions in Fixed Asset sub-ledger including additions, capital interest, acquisitions, transfers, retirements, impairments,...
The Investment Consultant is principally responsible for providing wealth management services to existing clients and identifying appropriate referral opportunities to the Financial Advisor team....
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...
J.P. Morgan Wealth Management - Associate, National Branch Field Strategy & Execution
- Tempe, AZ
- 23 days ago
- Tempe, AZ
- 23 days ago
J.P. Morgan Wealth Management - Associate, National Branch Field Strategy & Execution Tempe, AZ, United States and 1 more JOB INFORMATION Job Identification 210611825 Job Category Sales Support...
banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical...
banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical...
The Retirement Plan & Investment Consultant provides dedicated on-site and field support for a specified block of retirement plans. RPCs will also support new business advisers in the sales...
Regional Asset Manager Full Time Management Corporate Asst Mgmt., Tucson, AZ, US 4 days ago Requisition ID: 1627 Regional Asset Manager We're seeking a results-driven Regional Asset Manager to...
Demographic Data for Arizona
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Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Arizona
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Arizona 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
- Tenant Relations
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Leases
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- Wealth Management
- Loan Servicing
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- 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
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