Manager of Savings and Investments Jobs in Long Beach, CA
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 - Century City, CA. Job in Glendale Gr8Jobs
- Glendale, CA (23 miles from Long Beach, CA)
- 22 hours ago
- Glendale, CA (23 miles from Long Beach, CA)
- 22 hours ago
Position Type: Regular 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"...
Investment Consultant - Century City, CA. Job in Montebello Gr8Jobs
- Montebello, CA (15 miles from Long Beach, CA)
- 22 hours ago
- Montebello, CA (15 miles from Long Beach, CA)
- 22 hours ago
Position Type: Regular 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"...
Investment Consultant - Century City, CA. Job in California Gr8Jobs
- Century City, CA (18 miles from Long Beach, CA)
- 23 hours ago
- Century City, CA (18 miles from Long Beach, CA)
- 23 hours ago
Position Type: Regular 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"...
Investment Consultant - Century City, CA. Job in Lynwood Gr8Jobs
- Lynwood, CA (7 miles from Long Beach, CA)
- 23 hours ago
- Lynwood, CA (7 miles from Long Beach, CA)
- 23 hours ago
Position Type: Regular 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"...
Capital Markets Investment Banking Associate Director / Vice President - El Segundo, CA
- El Segundo, CA (10 miles from Long Beach, CA)
- 1 day ago
- El Segundo, CA (10 miles from Long Beach, CA)
- 1 day ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
- Beverly Hills, CA (18 miles from Long Beach, CA)
- 3 days ago
- Beverly Hills, CA (18 miles from Long Beach, CA)
- 3 days ago
Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management....
- Los Angeles, CA (10 miles from Long Beach, CA)
- 4 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 4 days ago
Business Overview IPG Mediabrands is the media and marketing solutions division of Interpublic Group (NYSE: IPG). IPG Mediabrands manages over $47 billion in marketing investment globally on...
Property Supervisor/Asset Manager
- Torrance, CA (3 miles from Long Beach, CA)
- 4 days ago
- Torrance, CA (3 miles from Long Beach, CA)
- 4 days ago
Full time Property Supervisor for busy Torrance office; must have Rental and HOA experience - organized, ability to multi-task. Medical and vacation; $52-56K starting salary. Please send resumes....
Capital Markets Associate Investment Banking Director - El Segundo, CA
- El Segundo, CA (10 miles from Long Beach, CA)
- 9 days ago
- El Segundo, CA (10 miles from Long Beach, CA)
- 9 days ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
Wealth Management Advisors at Northwestern Mutual help their clients through our personalized approach to financial planning....
- Los Angeles, CA (10 miles from Long Beach, CA)
- 17 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 17 days ago
Job Title: Asset Management Director Position Type: FTE - Permanent Location: Los Angeles, CA Salary Range: USD $ 160 000-200 000 Job ID#: 154544 Job Description: We are seeking a commercial...
- Los Angeles, CA (10 miles from Long Beach, CA)
- 17 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 17 days ago
asset management activities, including oversight of property management agreements, regulatory agreements and requirements; development and oversight of property budgets and financial performance; lender...
GBM Private, PSI - Infrastructure Investment Banking, Associate, Los Angeles
- Los Angeles, CA (10 miles from Long Beach, CA)
- 18 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 18 days ago
The multi-functional group combines client coverage with product expertise, capital markets expertise, credit analysis and deal execution....
Investment Consultant - Century City, CA
- Los Angeles, CA (10 miles from Long Beach, CA)
- 20 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 20 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...
- Los Angeles, CA (10 miles from Long Beach, CA)
- 24 days ago
- Los Angeles, CA (10 miles from Long Beach, CA)
- 24 days ago
Company Information For more than 20 years, AEG has played a pivotal role in transforming sports and live entertainment. Annually, we host more than 160 million guests, promote more than 10,000...
Demographic Data for Long Beach, CA
Moving to Long Beach, CA? Find some basic demographic data about Long Beach, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Long Beach, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Long Beach, CA 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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