Manager of Savings and Investments Jobs in Pearl City, HI
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.
Configuration and Asset Manager
- Honolulu, HI (8 miles from Pearl City, HI)
- 27 days ago
- Honolulu, HI (8 miles from Pearl City, HI)
- 27 days ago
Configuration and Asset Manager Join Us! The Honolulu Authority for Rapid Transportation (HART) is the public transit authority responsible for planning and constructing Skyline, Honolulu's rail...
SITEC - Asset Manager - Camp H.M. Smith, HI
- Camp H M Smith, HI (2 miles from Pearl City, HI)
- 30+ days ago
- Camp H M Smith, HI (2 miles from Pearl City, HI)
- 30+ days ago
Responsibilities Peraton requires an Asset Manager to support the Special Operation Command Information Technology Enterprise Contract (SITEC) 3. Position is located at SOCPAC at Camp Smith, HI....
About Us A career at Hitachi Rail will help create a legacy. With operations in every corner of the world, our work goes to the cutting-edge of digital transformation and technology. From the...
Demographic Data for Pearl City, HI
Moving to Pearl City, HI? Find some basic demographic data about Pearl City, HI below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Pearl City, HI
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Pearl City, HI 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
- 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
- Verbal Communication
- Collaboration
- Mentoring
- 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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