Manager of Savings and Investments Jobs in Stamford, CT
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.
Wealth Management Advisor - Greenwich, CT
- Greenwich, CT (4 miles from Stamford, CT)
- 7 days ago
- Greenwich, CT (4 miles from Stamford, CT)
- 7 days ago
banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical...
IT Asset Manager - ONSITE ROLE - 242680
- White Plains, NY (11 miles from Stamford, CT)
- 20 days ago
- White Plains, NY (11 miles from Stamford, CT)
- 20 days ago
IT Asset Manager - ONSITE ROLE - 242680 Position Type: Contract to Hire or Direct Hire Duration: 6+ Months CTH Compensation Target Range: $52 - $55 / hour | $110 - $120K / year Work Location:...
AVP/VP - Convertible Bonds Asset Manager
- Harrison, NY (10 miles from Stamford, CT)
- 21 days ago
- Harrison, NY (10 miles from Stamford, CT)
- 21 days ago
Requirements The ideal candidate would possess the following qualities and background: Five years of relevant work experience in similar roles within convertible bond capital markets, investment banking...
analysis, structured bond fundamentals, macro-economics and market regulations Ability to present investment ideas in an organized and clear fashion....
Demographic Data for Stamford, CT
Moving to Stamford, CT? Find some basic demographic data about Stamford, CT below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Stamford, CT
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Stamford, CT 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
- Asset Management
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Budgets
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Loan Servicing
- 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
- Relationship Management
- Risk Management
- Strategy Development
- Finance
- Analytical Skills
- Accounting
- Business Development
- Written Communication
- Negotiation
- Verbal Communication
- Collaboration
- Mentoring
- Documentation
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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