Manager of Savings and Investments Jobs in Hollywood, 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.
Wealth Management Advisor Senior
- Coral Gables, FL (22 miles from Hollywood, FL)
- 2 days ago
- Coral Gables, FL (22 miles from Hollywood, FL)
- 2 days ago
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 (17 miles from Hollywood, FL)
- 28 days ago
- Miami, FL (17 miles from Hollywood, FL)
- 28 days ago
GAMMA Asset Management Job Requisition: Wealth Investment Advisor Experience Level: 3+ Years Location: South Florida / Miami Office Company Overview: GAMMA has been built by a group of individuals...
Entry Level - Wealth Manager - FL, Miami (2317)
- Miami, FL (17 miles from Hollywood, FL)
- 28 days ago
- Miami, FL (17 miles from Hollywood, FL)
- 28 days ago
Entry Level - Wealth Manager - FL, Miami () (PIN_) Entry Level - Wealth Manager - FL, Miami () (PIN_) Primary Location : UNITED STATES-FL-Miami Organization : Equitable Advisors Description...
- Boca Raton, FL (23 miles from Hollywood, FL)
- 30+ days ago
- Boca Raton, FL (23 miles from Hollywood, FL)
- 30+ days ago
Nichols Wealth Partners, a rapidly growing wealth management firm, is seeking a Wealth Advisor to assist us in our mission of helping clients achieve their financial goals. Investment News just...
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- Miami, FL (17 miles from Hollywood, FL)
- 30+ days ago
- Miami, FL (17 miles from Hollywood, FL)
- 30+ 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 (17 miles from Hollywood, FL)
- 30+ days ago
- Miami, FL (17 miles from Hollywood, 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...
Asset Management, Director (Miami, FL)
- Miami, FL (17 miles from Hollywood, FL)
- 30+ days ago
- Miami, FL (17 miles from Hollywood, 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...
Wealth Management Advisor- Coral Gables, FL
- Coral Gables, FL (22 miles from Hollywood, FL)
- 45+ days ago
- Coral Gables, FL (22 miles from Hollywood, FL)
- 45+ 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...
Demographic Data for Hollywood, FL
Moving to Hollywood, FL? Find some basic demographic data about Hollywood, FL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Hollywood, FL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Hollywood, 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
- Asset Management
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Loan Servicing
- 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
- Relationship Management
- Risk Management
- Strategy Development
- Finance
- Accounting
- Business Development
- Written Communication
- Negotiation
- Collaboration
- Documentation
- Bachelor's Degree
- Reporting
- Regulations
- Policy Development
- Microsoft Office
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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