Manager of Savings and Investments Jobs in Fort Worth, TX
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.
- Arlington, TX (11 miles from Fort Worth, TX)
- 2 hours ago
- Arlington, TX (11 miles from Fort Worth, TX)
- 2 hours ago
Job Title Trust Asset Manager Job Description Summary Responsible for managing a portfolio of 35-45 Commercial assets for an owner or client and fulfill the manager's obligations under the terms...
- Irving, TX (22 miles from Fort Worth, TX)
- 9 hours ago
- Irving, TX (22 miles from Fort Worth, TX)
- 9 hours ago
About the Role We are seeking a skilled IT Asset Manager to design, implement, and maintain IT asset management (ITAM) solutions across our organization. This role will play a pivotal part in...
Investment Consultant II - Merrill Premium Investment Consultant II - Merrill Premium
- Fort Worth, TX
- 20 days ago
- Fort Worth, TX
- 20 days ago
Investment Consultant II - Merrill Premium Bank of America 3.2 ( ) Fort Worth, TX Why you should apply for a job to Bank of America : Ranked as one of the 57% say women are treated fairly and...
Senior Asset Manager - Dallas Regional Office
- Cedar Hill, TX (22 miles from Fort Worth, TX)
- 30+ days ago
- Cedar Hill, TX (22 miles from Fort Worth, TX)
- 30+ days ago
Ensure all reporting packages for limited partners, lenders, and others are prepared and submitted as required and timely....
- Colleyville, TX (15 miles from Fort Worth, TX)
- 60+ days ago
- Colleyville, TX (15 miles from Fort Worth, TX)
- 60+ days ago
At Greenbrier, we do the hard work that matters. The Greenbrier Companies (NYSE:GBX) is powering the movement of products around the world as a leading designer, manufacturer and supplier of...
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 Fort Worth, TX
Moving to Fort Worth, TX? Find some basic demographic data about Fort Worth, TX below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Fort Worth, TX
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Fort Worth, TX 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
- Estate Planning
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
Manager of Savings and Investments Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »