Manager of Savings and Investments Jobs in Tennessee
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 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...
A culture of growth with a firm that supports You've built a successful practice and now you're considering a move. Perhaps you're looking for more. At Equitable Advisors, we'd like to get to know...
Corporate & Investment Banking - Associate - Healthcare Services
- Nashville, TN
- 30+ days ago
- Nashville, TN
- 30+ days ago
Job Summary Performs a wide variety of complex data analytics and financial modeling to support the overall business development strategies of the assigned industry Corporate - Investment Banking team...
Corporate & Investment Banking - Associate - Credit Products - Healthcare Services
- Nashville, TN
- 30+ days ago
- Nashville, TN
- 30+ days ago
Conducts detailed credit analysis based on information provided by the borrower, publicly available information, evaluation of the borrower's credit needs, and the ability to pay across a range of products...
Create steams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services....
Private Wealth Management Associate Wealth Advisor
- Knoxville, TN
- 45+ days ago
- Knoxville, TN
- 45+ days ago
Requirements Bachelor's Degree and one (1) year of line delivery banking experience, preferably in lending, trust investment or wealth management Or High School Diploma/GED and five (5) years experience...
Qualifications: -Extensive Wealth Management experience and/or Financial Services experience in a leadership role....
At Wealth Management from U.S. Bank and U.S....
Investment Portfolio Manager - CFA, CIMA, CFP
- Chattanooga, TN
- 60+ days ago
- Chattanooga, TN
- 60+ days ago
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can...
Demographic Data for Tennessee
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Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Tennessee
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Tennessee 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
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Asset Allocation
- Lease-Up
- Certified Financial Planner
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Financial Services
- Wealth Management
- Corporate Finance
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- Strategy Development
- Accounting
- Negotiation
- Verbal Communication
- Written Communication
- Collaboration
- Documentation
- Bachelor's Degree
- Regulations
- Reporting
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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