Manager of Savings and Investments Jobs in Bala Cynwyd, PA
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 Advisor-Philadelphia, PA
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 1 day ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 1 day ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing...
- Media, PA (12 miles from Bala Cynwyd, PA)
- 24 days ago
- Media, PA (12 miles from Bala Cynwyd, PA)
- 24 days ago
Create and distribute periodic asset management reports and annual business plans and budgets to the Company, investors, lenders, and other parties....
Wealth Management Advisor - PA, Philadelphia (2571)
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 27 days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 27 days ago
Wealth Management Advisor - PA, Philadelphia () (WR) Wealth Management Advisor - PA, Philadelphia () (WR) Primary Location : UNITED STATES-PA-Philadelphia Organization : Equitable Advisors Description...
- Dresher, PA (9 miles from Bala Cynwyd, PA)
- 28 days ago
- Dresher, PA (9 miles from Bala Cynwyd, PA)
- 28 days ago
Newport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan...
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 30+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 30+ days ago
Twenty years of experience in commercial banking, loan workout, and/or relationship management....
Wealth Management Advisor - PA, Bala Cynwyd (2559)
- Bala Cynwyd, PA
- 30+ days ago
- Bala Cynwyd, PA
- 30+ days ago
Equitable Advisors is a respected wealth management firm with a proven track record in the industry....
Freelance Digital Asset Manager
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 30+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 30+ days ago
About Klick Health Meet a different kind of workplace. Klick Health is an ecosystem of brilliant minds working to realize the full potential of their people and clients in life sciences since...
Remote Work- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 90+ days ago
- Philadelphia, PA (5 miles from Bala Cynwyd, PA)
- 90+ days ago
Job Details: Asset Manager - Center City - $100-135k A flexible, hybrid schedule is available with this opportunity. Residential/multifamily real estate experience is required! Growing real estate...
Demographic Data for Bala Cynwyd, PA
Moving to Bala Cynwyd, PA? Find some basic demographic data about Bala Cynwyd, PA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Bala Cynwyd, PA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Bala Cynwyd, PA 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
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Fannie Mae
- Commercial Banking
- Freddie Mac
- Private Banking
- Mortgage Processing
- Cash Flow Analysis
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Financial Planning and Analysis
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Relationship Management
- 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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