Manager of Savings and Investments Jobs in Sunnyvale, 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 - San Jose/Milpitas, CA
- Milpitas, CA (11 miles from Sunnyvale, CA)
- 1 day ago
- Milpitas, CA (11 miles from Sunnyvale, CA)
- 1 day ago
Your Opportunity As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards...
Apply share linkCopy link emailEmail a friend Minimum qualifications: Bachelor's degree in Finance, Real Estate, Economics, Business Administration, or a related quantitative field, or equivalent...
- Fremont, CA (12 miles from Sunnyvale, CA)
- 8 days ago
- Fremont, CA (12 miles from Sunnyvale, CA)
- 8 days ago
The Utility Energy Asset Manager plays a pivotal role in the success and optimization of Tesla's expanding portfolio of utility-scale battery storage projects. This position serves as the main...
Investment Consultant - Mountain View, CA
- Mountain View, CA (2 miles from Sunnyvale, CA)
- 16 days ago
- Mountain View, CA (2 miles from Sunnyvale, CA)
- 16 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Sr. Infrastructure Asset Manager
- San Jose, CA (7 miles from Sunnyvale, CA)
- 30+ days ago
- San Jose, CA (7 miles from Sunnyvale, CA)
- 30+ days ago
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional...
Demographic Data for Sunnyvale, CA
Moving to Sunnyvale, CA? Find some basic demographic data about Sunnyvale, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Sunnyvale, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Sunnyvale, 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
- Estate Planning
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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