Manager of Savings and Investments Jobs in Coral Gables, 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.
- Miami, FL (5 miles from Coral Gables, FL)
- 11 days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 11 days ago
Wealth Management Strategy Development: Developing and implementing customized wealth management strategies for clients, including investment management, estate planning, and tax strategies....
- Miami, FL (5 miles from Coral Gables, FL)
- 11 days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 11 days ago
Minimum 3+ years of experience in wealth management, investment advisory, or related financial services roles....
Entry Level - Wealth Manager - FL, Miami (2317)
- Miami, FL (5 miles from Coral Gables, FL)
- 12 days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 12 days ago
management Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus....
- Miami, FL (5 miles from Coral Gables, FL)
- 17 days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 17 days ago
Asset Manager, Journeyman Job Category: Information Technology Time Type: Full time Minimum Clearance Required to Start: Secret Employee Type: Regular Percentage of Travel Required: Up to 10% Type...
- Miami, FL (5 miles from Coral Gables, FL)
- 17 days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 17 days ago
Analyzes and approves monthly operating statements - reports variances as compared to the budget; incorporating action plans if necessary; proactively managing cash flow, distributions, and lender requirements...
Asset Management, Director (Miami, FL)
- Miami, FL (5 miles from Coral Gables, FL)
- 17 days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 17 days ago
Analyzes and approves monthly operating statements - reports variances as compared to the budget; incorporating action plans if necessary; proactively managing cash flow, distributions, and lender requirements...
Investment Banker; recently retired or semi-retired
- Hollywood, FL (22 miles from Coral Gables, FL)
- 21 days ago
- Hollywood, FL (22 miles from Coral Gables, FL)
- 21 days ago
Investment Banker; recently retired or semi-retired confidential compensation: no initial comp, commissions on amounts raised plus 49% equity of the total equity we have to as co-founders. After...
- Miami, FL (5 miles from Coral Gables, FL)
- 29 days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 29 days ago
Company Overview Our client is a privately held real estate investment and management company. The family-owned firm has been operating for over eighty years and has assembled a portfolio of...
Wealth Management Advisor- Coral Gables, FL
- Coral Gables, FL
- 30+ days ago
- Coral Gables, FL
- 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 growing...
- Miami, FL (5 miles from Coral Gables, FL)
- 30+ days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 30+ days ago
Analyzes and approves monthly operating statements - reports variances as compared to the budget; incorporating action plans if necessary; proactively managing cash flow, distributions, and lender requirements...
- Miami, FL (5 miles from Coral Gables, FL)
- 90+ days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 90+ days ago
Tech Asset Manager Millennium is seeking a talented and experienced Technology Asset Manager to join our team. As a Technology Asset Manager, you will be responsible for overseeing and managing...
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Coral Gables, FL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Coral Gables, 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
- 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 »