Manager of Savings and Investments Jobs in Greenville, DE
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.
- King of Prussia, PA (23 miles from Greenville, DE)
- 2 days ago
- King of Prussia, PA (23 miles from Greenville, DE)
- 2 days ago
About Lockheed Martin Space: Space is a critical domain, connecting our technologies, our security and our humanity. While others view space as a destination, we see it as a realm of...
- Wilmington, DE (7 miles from Greenville, DE)
- 20 days ago
- Wilmington, DE (7 miles from Greenville, DE)
- 20 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
RCC Senior Asset Manager (Bridge/Balance Sheet)
- Wilmington, DE (7 miles from Greenville, DE)
- 28 days ago
- Wilmington, DE (7 miles from Greenville, DE)
- 28 days ago
Overview: The primary function of this position is the servicing and asset management of multifamily loans originated by M&T Realty Capital Corporation for Fannie Mae, Freddie Mac, FHA/GNMA, Life Companies...
Wealth Management Advisor-Radnor, PA, Philadelphia, PA, State College, PA
- Radnor, PA (21 miles from Greenville, DE)
- 30+ days ago
- Radnor, PA (21 miles from Greenville, DE)
- 30+ days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically...
Wealth Management Advisor-Radnor, PA
- Radnor, PA (21 miles from Greenville, DE)
- 30+ days ago
- Radnor, PA (21 miles from Greenville, DE)
- 30+ days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically...
(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
(Required) 3 or more years exposure to distressed credits, credit workout or transitional lending....
J.P. Morgan Wealth Manager - Product Associate - Investment Funding
- Wilmington, DE (7 miles from Greenville, DE)
- 30+ days ago
- Wilmington, DE (7 miles from Greenville, DE)
- 30+ days ago
You enjoy shaping the future of product innovation, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by...
- Media, PA (13 miles from Greenville, DE)
- 90+ days ago
- Media, PA (13 miles from Greenville, DE)
- 90+ days ago
Create and distribute periodic asset management reports and annual business plans and budgets to the Company, investors, lenders, and other parties....
Demographic Data for Greenville, DE
Moving to Greenville, DE? Find some basic demographic data about Greenville, DE below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Greenville, DE
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Greenville, DE 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
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 »