Manager of Savings and Investments Jobs in Saint Louis, MO
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.
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...
Plancorp is seeking a Wealth Manager to join our growing team. We advocate for clients by proactively guiding them through all aspects of their financial lives. The firm provides comprehensive,...
- Town and Country, MO (18 miles from Saint Louis, MO)
- 30+ days ago
- Town and Country, MO (18 miles from Saint Louis, MO)
- 30+ days ago
partners; ensuring accuracy and validity within time parameters required.Maintain and update any lender draw request documentation required and promptly compile data packets necessary for approval...
Wealth Management Advisor - St. Louis, MO
- Creve Coeur, MO (14 miles from Saint Louis, MO)
- 90+ days ago
- Creve Coeur, MO (14 miles from Saint Louis, MO)
- 90+ days ago
banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical...
banking products and services, including credit processes and policies Strong presentation abilities Strong relationship management, sales, and new business development skills Well-developed analytical...
Demographic Data for Saint Louis, MO
Moving to Saint Louis, MO? Find some basic demographic data about Saint Louis, MO below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Saint Louis, MO
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Saint Louis, MO 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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