Manager of Savings and Investments Jobs in Clearwater, FL
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.
- Tampa, FL (19 miles from Clearwater, FL)
- 7 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 7 days ago
This role is local to Tampa, FL but you will work remotely as there is not currently an office there. Our client is a Registered Investment Advisor (RIA) that manages over 3.5 Billion for...
Remote WorkSITEC - Software Asset Manager - MacDill AFB
- Tampa, FL (19 miles from Clearwater, FL)
- 24 days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 24 days ago
Responsibilities Enterprise Contract (SITEC) - 3 EOM. This position is located at MacDill AFB in Florida. The purpose of the Special Operations Forces Information Technology Enterprise Contract...
SITEC - Software Asset Manager - MacDill AFB
- Macdill AFB, FL (18 miles from Clearwater, FL)
- 27 days ago
- Macdill AFB, FL (18 miles from Clearwater, FL)
- 27 days ago
Responsibilities Enterprise Contract (SITEC) 3 EOM. This position is located at MacDill AFB in Florida. The purpose of the Special Operations Forces Information Technology Enterprise Contract...
Private Wealth Management Associate Wealth Advisor
- Clearwater, FL
- 30+ days ago
- Clearwater, FL
- 30+ days ago
Requirements Bachelors degree in business, finance, economics, accounting or related field One (1) year of line delivery banking experience in lending, trust investment, wealth management, or related...
- Tampa, FL (19 miles from Clearwater, FL)
- 30+ days ago
- Tampa, FL (19 miles from Clearwater, FL)
- 30+ days ago
Twenty years of experience in commercial banking, loan workout, and/or relationship management....
Demographic Data for Clearwater, FL
Moving to Clearwater, FL? Find some basic demographic data about Clearwater, FL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Clearwater, FL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Clearwater, FL 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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