Manager of Savings and Investments Jobs in Germantown, TN
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.
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Managing Director-Regional Wealth Manager
- Memphis, TN (15 miles from Germantown, TN)
- 30+ days ago
- Memphis, TN (15 miles from Germantown, TN)
- 30+ days ago
Qualifications: -Extensive Wealth Management experience and/or Financial Services experience in a leadership role....
- Memphis, TN (15 miles from Germantown, TN)
- 30+ days ago
- Memphis, TN (15 miles from Germantown, TN)
- 30+ days ago
The Associate, Timber Loan Asset Manager is responsible for the workflow which impacts accurate and timely completion of loan origination and servicing functions related to the MetLife Agricultural...
Asset Manager - Self Storage - Hybrid - Memphis, TN
- Memphis, TN (15 miles from Germantown, TN)
- 30+ days ago
- Memphis, TN (15 miles from Germantown, TN)
- 30+ days ago
Job Title: Asset Manager Who We Are Looking For: Reporting to the designated Investment Partner(s), the Asset Manager will be responsible for performance management and data analysis of the ASI...
Demographic Data for Germantown, TN
Moving to Germantown, TN? Find some basic demographic data about Germantown, TN below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Germantown, TN
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Germantown, TN 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
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Private Equity
- Fixed Income
- Asset Allocation
- Certified Financial Planner
- Series 65 Licensed
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Financial Statements
- Investment Banking
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Strategy Development
- Finance
- Business Development
- Accounting
- Written Communication
- Negotiation
- Documentation
- Collaboration
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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