Manager of Savings and Investments Jobs in Fort Lauderdale, 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.
The role involves developing retirement plan accounts, corporate trust accounts, and fostering internal relationships with bankers, lenders, and other team members....
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 4 days ago
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 4 days ago
VIM Wealth Management is seeking to finalize its advisor search. This role offers flexibility and the opportunity to serve clients both in the U.S. and internationally. At the same time, it must...
Investment Consultant - Ft. Lauderdale, FL
- Ft Lauderdale, FL
- 8 days ago
- Ft Lauderdale, FL
- 8 days ago
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...
Investment Banking, Associate/Vice President, Financial Services
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 28 days ago
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 28 days ago
Job Purpose: BTIG is seeking an Associate or Vice President to join its Investment Banking group in Miami....
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 45+ days ago
- Boca Raton, FL (16 miles from Fort Lauderdale, FL)
- 45+ days ago
Atlantic Pacific Companies (APC), one of the Southeasts fastest growing multi-family investment firms, is looking to add an Asset Manager to its team. This position will report to the Senior Vice...
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 60+ days ago
- Miami, FL (24 miles from Fort Lauderdale, FL)
- 60+ 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...
Demographic Data for Fort Lauderdale, FL
Moving to Fort Lauderdale, FL? Find some basic demographic data about Fort Lauderdale, FL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Fort Lauderdale, FL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Fort Lauderdale, 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
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Leases
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- Credit Analysis
- Wealth Management
- Loan Servicing
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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