Manager of Savings and Investments Jobs in Rhode Island
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.
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care. As the nation's leading...
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...
Application Deadline: 07/31/2025 Address: 201 S Grove Avenue Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and...
Demographic Data for Rhode Island
Moving to Rhode Island? Find some basic demographic data about Rhode Island below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Rhode Island
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Rhode Island 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
- Presentation
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Argus
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- Credit Underwriting
- Freddie Mac
- Private Banking
- OFAC
- Fannie Mae
- Mortgage Processing
- Financial Services
- Loan Servicing
- Wealth Management
- Corporate Finance
- Capital Markets
- Investment Banking
- Valuation
- Underwriting
- Financial Statements
- Investment Management
- Financial Planning
- Financial Modeling
- Portfolio Management
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Accounting
- Business Development
- Written Communication
- Negotiation
- Mentoring
- Documentation
- Reporting
- Collaboration
- Policy Development
- Bachelor's Degree
- Regulations
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Staff Supervision
- Organization
- Leadership
- Communication Skills
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