Manager of Savings and Investments Jobs in Michigan
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 - BlueOx Credit Union
- Battle Creek, MI
- 19 hours ago
- Battle Creek, MI
- 19 hours ago
Are you passionate about serving clients and helping people improve their financial well-being? Are you solution-oriented and passionate about delivering results? Do you like thinking outside the...
Commercial Real Estate Asset Manager
- Farmington Hills, MI
- 2 days ago
- Farmington Hills, MI
- 2 days ago
Commercial Real Estate Asset Manager Job Details Job Location Corporate Office - Farmington Hills - Farmington Hills, MI Position Type Full Time Description Friedman Real Estate is seeking an...
Asset Manager is responsible for managing and optimizing the life cycle of physical assets to ensure they serve the intended purpose efficiently and effectively. Required: Experienced engineers...
Basic Qualifications: Bachelors Degree 3 or more years of Investments/Analyst experience Preferred Qualifications: Wealth Management client relationship experience Exempt Status: (Yes = not eligible...
Remote WorkCreate steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services....
Real Estate Asset Manager- Receiverships
- Farmington Hills, MI
- 45+ days ago
- Farmington Hills, MI
- 45+ days ago
Job Details Job Location : Corporate Office - Farmington Hills - Farmington Hills, MI Position Type : Full Time Salary Range : Undisclosed Description Friedman Real Estate is seeking an...
Principal Product Manager ServiceNow IT Asset Manager Dallas or Detroit metro
- Auburn Hills, MI
- 60+ days ago
- Auburn Hills, MI
- 60+ days ago
Management....
Lead the Citys financial closing process of development projects with borrowers, lenders and legal teams and assist in the creation, development, implementation, and modifications of legal documents...
Communities First, Inc. is a Michigan-based nonprofit 501c3 whose mission is to build healthy, vibrant communities through economic development, affordable housing and innovative programming. CFI...
Demographic Data for Michigan
Moving to Michigan? Find some basic demographic data about Michigan below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Michigan
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Michigan 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
- Collaboration
- Property Management
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Capital Budgeting
- Asset Allocation
- Section 8 Housing
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- Wealth Management
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Relationship Management
- Strategy Development
- Risk Management
- Finance
- Accounting
- Analytical Skills
- Negotiation
- Written Communication
- Documentation
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Policy Development
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- Organization
- Research Skills
- Scheduling
- Leadership
- Communication Skills
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