Manager of Savings and Investments Jobs in California
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
- 18 hours ago
- Glendale, CA
- 18 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- Rancho Bernardo, CA. Job in San Diego Gr8Jobs
- San Diego, CA
- 18 hours ago
- San Diego, CA
- 18 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
- 18 hours ago
- Montebello, CA
- 18 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 hours ago
- Century City, CA
- 18 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
- 18 hours ago
- Lynwood, CA
- 18 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
- 21 hours ago
- El Segundo, CA
- 21 hours ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
Hardware refresh deployment project. Re-image and upload software on 900 PC's for the locations of Aera in Bakersfield and surrounding locations. Asset Tracker Integration Tech x 1 -Gap analysis...
We are lookin for an Associate Asset Manager to contribute to the management and advancement of our commercial properties and projects. As an Associate Asset Manager, you will play a pivotal role...
Your expertise: • a bachelor's degree or equivalent in Finance, Economics, Accounting, Business Administration, or a relevant field • prior experience in Technology, Media & Telecom (TMT) Investment...
Asset Manager - Multifamily Real Estate Location: Walnut Creek, CA | Local Travel Required Full-Time | Newly Created Role Our client, a growing multifamily real estate investment and development...
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....
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...
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
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...
Director of Multifamily Asset Manager and Construction
- San Francisco, CA
- 4 days ago
- San Francisco, CA
- 4 days ago
Build and maintain strong relationships with investors, lenders, and joint venture partners....
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in California
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in California 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
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 »