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.
Description Summary: Wealth and Investment Portfolio Manager II's manage medium/large and complex portfolios based on client and corporate investment objectives. Duties and Responsibilities: Works...
Remote WorkProvide expert financial advice in the areas of trust, investments, tax planning and private banking....
Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services....
.- Support all aspects of client/target company relationships including developing and engaging target buyers / investors / lenders, due diligence preparation and analysis, management communications...
Advisory Services: Multifamily Asset Manager - Atlanta, GA
- Detroit, MI
- 21 days ago
- Detroit, MI
- 21 days ago
Riley Advisory Services provides a variety of specialty financial services and solutions for lenders, law firms, private equity sponsors and various companies....
Wealth Management Advisor - BlueOx Credit Union
- Battle Creek, MI
- 30+ days ago
- Battle Creek, MI
- 30+ days 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...
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
- Property Management
- Tenant Relations
- 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
- 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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