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.
Wealth Management Investment Consultant, Advisory Services
- Saint Paul, MN
- 3 days ago
- Saint Paul, MN
- 3 days ago
analysis and approval techniques, and consumer lending policies and procedures Demonstrated sales and marketing abilities Strong analytical skills to assess client needs Proficient computer navigation...
Investment Banking Associate- Services & Industrials
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 5 days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 5 days ago
Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital....
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 7 days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 7 days ago
Job Description Are you looking for an exciting job where you can put your skills and talents to work at a company you can feel proud to be a part of? Do you want a workplace that will challenge...
Wealth Management Advisor - Minnesota
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 18 days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 18 days ago
Job Description The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team....
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 18 days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 18 days ago
to confirm project status, with an emphasis on identifying and documenting construction issues to ensure interests of Colliers, lenders and the project are protected Perform duties and responsibilities...
I want to work... For full info follow application link. JLL Is an Equal Opportunity Employer JLL is committed to developing and maintaining a diverse workforce. JLL strongly believes in equal...
and attention to detail will be always applied independently to ensure exceptional customer service is provided to both internal and external clients (including Borrowers, Production Officers and Lenders...
Environmental Finance Asset Manager
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 30+ days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 30+ days ago
At U.S. Bank, we're 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...
attention to detail will be applied independently at all times to ensure exceptional customer service is provided to both internal and external clients (including Borrowers, Production Officers and Lender...
- Bloomington, MN (12 miles from Saint Paul, MN)
- 60+ days ago
- Bloomington, MN (12 miles from Saint Paul, MN)
- 60+ 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 WorkAIM Associate/Principal - Asset Manager Oversight Hybrid
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 60+ days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 60+ days ago
What you do: You will be a senior team member within Investment Operations responsible for the operational and controls oversight of external Asset Managers across all asset classes and investment...
analysis, organizational documents, and legal memos....
Senior Investment Banking Associate
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 90+ days ago
- Minneapolis, MN (9 miles from Saint Paul, MN)
- 90+ days ago
WCF is the investment banking and corporate finance arm of Wipfli LLP, and offers a full suite of investment banking services tailored for middle-market companies and capital providers with a focus...
Demographic 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
- Modeling
- Asset Management
- Presentation
- Property Management
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Budgets
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- 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
- Risk Management
- Finance
- Relationship Management
- Strategy Development
- Accounting
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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