Manager of Savings and Investments Jobs in Saint Paul, MN
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.
Asset Manager - Renewable Energy
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 1 hour ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 1 hour ago
For you NEW Asset Manager - Renewable Energy Geronimo Power Location Minneapolis Posted date 3 days ago Minimum level N/A Employment type Full-time Job category Other Description Geronimo Power...
Wealth Management Advisor - Minnesota
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 12 days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 12 days ago
Bancorp Investments, investment and insurance products and services Extensive knowledge of private banking products and services, including credit processes and policies Ability to effectively present...
Lead Alternative Investment Consultant
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 12 days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 12 days ago
About this role: Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management...
Wealth Management Investment Consultant, Advisory Services
- Saint Paul, MN
- 15 days ago
- Saint Paul, MN
- 15 days ago
At U.S. Bank, were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 20 days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 20 days ago
Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of Freddie Mac and conduit lenders....
- Bloomington, MN (12 miles from Saint Paul, MN)
- 30+ days ago
- Bloomington, MN (12 miles from Saint Paul, MN)
- 30+ days ago
Position Summary The Portfolio Manager maintains responsibility for managing the client's investment strategy. Working with the Busey Advisory Team, the Portfolio Manager will help develop an...
Investment Banking Associate- Services & Industrials
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 60+ days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 60+ days ago
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital....
- Bloomington, MN (12 miles from Saint Paul, MN)
- 90+ days ago
- Bloomington, MN (12 miles from Saint Paul, MN)
- 90+ days ago
Preferred Qualifications and Skills: Bachelors degree in Finance, Accounting, Business, or a related discipline 10 years prior investment banking or other relevant corporate experience in consulting...
Remote WorkDemographic Data for Saint Paul, MN
Moving to Saint Paul, MN? Find some basic demographic data about Saint Paul, MN below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Saint Paul, MN
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Saint Paul, MN 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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