Manager of Savings and Investments Jobs in Columbus, OH
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.
Location: 88 East Broad Street - Columbus, Ohio 43215 JOB TITLE: Community Development Senior Asset Manager Direct Tax Credit Equity Investments ABOUT THE BUSINESS: Key Community Development...
Job Description The Managing Director, Wealth Management, will lead Northwest Bank's Wealth Management business comprised of Retail Investments, Trust and Fiduciary Services, Estate Planning,...
Wealth Management Advisor - OH, Columbus () (SW) Wealth Management Advisor - OH, Columbus () (SW) Primary Location : UNITED STATES-OH-Columbus Organization : Equitable Advisors Description Leaders...
Intern - Private Wealth Management/Advisor Consulting
- Dublin, OH (6 miles from Columbus, OH)
- 30+ days ago
- Dublin, OH (6 miles from Columbus, OH)
- 30+ days ago
Title Intern - Private Wealth Management/Advisor Consulting EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive...
- Dublin, OH (6 miles from Columbus, OH)
- 45+ days ago
- Dublin, OH (6 miles from Columbus, OH)
- 45+ days ago
Title Wealth Management Advisor EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without...
Provides technical assistance, research, analysis, and guidance on a variety of matters related to City-owned real estate used in City operations: negotiates transactions and prepares leases,...
Demographic Data for Columbus, OH
Moving to Columbus, OH? Find some basic demographic data about Columbus, OH below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Columbus, OH
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Columbus, OH 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
- 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
- Credit Analysis
- 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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