Manager of Savings and Investments Jobs in Alpharetta, GA
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.
- Peachtree Corners, GA (14 miles from Alpharetta, GA)
- 1 hour ago
- Peachtree Corners, GA (14 miles from Alpharetta, GA)
- 1 hour ago
WAREHOUSE ASSET MANAGER Capstone Logistics, LLC Peachtree Corners, GA (Onsite) Full-Time Job Details Shift: Compensation: Competitive Warehouse Asset Manager JOB SUMMARY: We are seeking a...
Investment Consultant - Atlanta Perimeter, GA Investment Consultant - Atlanta Perimeter, GA
- Sandy Springs, GA (14 miles from Alpharetta, GA)
- 20 days ago
- Sandy Springs, GA (14 miles from Alpharetta, GA)
- 20 days ago
Investment Consultant - Atlanta Perimeter, GA Charles Schwab 4 ( ) Sandy Springs, GA Why you should apply for a job to Charles Schwab : Ranked as one of the 4/5 in overall job satisfaction 67% say...
Investment Consultant - Atlanta Perimeter, GA
- Sandy Springs, GA (14 miles from Alpharetta, GA)
- 30+ days ago
- Sandy Springs, GA (14 miles from Alpharetta, GA)
- 30+ days ago
counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending...
Senior Wealth Manager - Bluerock Wealth Management
- Alpharetta, GA
- 45+ days ago
- Alpharetta, GA
- 45+ days ago
Senior Wealth Manager - Bluerock Wealth Management Req #1557 Alpharetta, GA, USA Job Description Posted Sunday, June 29, 2025 at 11:00 PM Your Future Team Bluerock Wealth Management is an...
Demographic Data for Alpharetta, GA
Moving to Alpharetta, GA? Find some basic demographic data about Alpharetta, GA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Alpharetta, GA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Alpharetta, GA 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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