Manager of Savings and Investments Jobs in Lake Mary, 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.
- Orlando, FL (15 miles from Lake Mary, FL)
- 22 days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 22 days ago
Twenty years of experience in commercial banking, loan workout, and/or relationship management....
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan...
- Orlando, FL (15 miles from Lake Mary, FL)
- 30+ days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 30+ days ago
A minimum of 7 years commercial banking, loan workout or equivalent experience....
Private Wealth Management Associate Wealth Advisor
- Orlando, FL (15 miles from Lake Mary, FL)
- 45+ days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 45+ days ago
Requirements Bachelor's Degree and one (1) year of line delivery banking experience, preferably in lending, trust investment or wealth management Or High School Diploma/GED and five (5) years experience...
Vice President, Alternative Investment Operations Manager
- Orlando, FL (15 miles from Lake Mary, FL)
- 45+ days ago
- Orlando, FL (15 miles from Lake Mary, FL)
- 45+ days ago
At BNY, our culture empowers you to grow and succeed. As a leading global financial services company at the center of the world's financial system we touch nearly 20% of the world's investible...
Demographic Data for Lake Mary, FL
Moving to Lake Mary, FL? Find some basic demographic data about Lake Mary, FL below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Lake Mary, FL
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Lake Mary, 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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