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.
Investment Consultant - Aventura, Fl
- Aventura, FL (17 miles from Coral Gables, FL)
- 4 days ago
- Aventura, FL (17 miles from Coral Gables, FL)
- 4 days ago
Position Type:RegularYour opportunityAt 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...
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
- Miami, FL (5 miles from Coral Gables, FL)
- 24 days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 24 days ago
and investor approvals for various business activities Assist with existing property recapitalizations Ongoing loan compliance and lender reporting as assigned Prepare and update internal valuation...
- Miami, FL (5 miles from Coral Gables, FL)
- 30+ days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 30+ days ago
Role Overview: We are seeking an experienced and motivated Investment Banking Associate to join our Energy Transition Advisory team....
For all Private Banking customers, a very close coordination with Relationship Manager in charge of the customer is expected, including previous validation of proposals involving changes or new products...
- Miami, FL (5 miles from Coral Gables, FL)
- 90+ days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 90+ 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)
- 90+ days ago
- Miami, FL (5 miles from Coral Gables, FL)
- 90+ 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...
Wealth Management Advisor- Coral Gables, FL
- Coral Gables, FL
- 90+ days ago
- Coral Gables, FL
- 90+ 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...
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
- 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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