Manager of Savings and Investments Jobs in Houston, 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.
and attention to detail will be always applied independently to ensure exceptional customer service is provided to both internal and external clients (including Borrowers, Production Officers and Lenders...
- La Porte, TX (19 miles from Houston, TX)
- 8 days ago
- La Porte, TX (19 miles from Houston, TX)
- 8 days ago
Global Fleet Asset Manager At Nouryon, our global team of Changemakers takes positive action every day, to reach higher collectively and individually. We create innovative and sustainable...
The Investment Banking Associate also serves as an intermediary in trading for clients....
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...
Manage relationships with project owners, lenders, and partners, including presenting operational metrics and financial and commercial updates....
A minimum of 7 years commercial banking, loan workout or equivalent experience....
Job Description: Position Summary Guggenheim Securities, the Investment Banking division of Guggenheim Partners, is seeking an Associate to join our Houston Energy Investment Banking team to focus on...
Career Opportunities: Asset Manager (1463) Requisition ID 1463 - Posted 09/30/2024 - United States - Texas - Houston, Texas (USA) - Aramco Trading Americas Aramco Trading Americas Asset Manager...
Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment...
Manage relationships with project owners, lenders, and partners, including presenting operational metrics and financial and commercial updates....
Associate Investment Banking, Global Banking & Markets
- Houston, TX
- 60+ days ago
- Houston, TX
- 60+ days ago
banking, wealth management and private banking, corporate and investment banking, and capital markets....
The Wealth Manager is the lead advisor on client relationships at Willis Johnson & Associates. This role includes overseeing the preparation and implementation of client financial plans and...
The Associate Wealth Manager works closely with a Senior Wealth Manager in the preparation and implementation of client financial strategies, plans, and analysis. They will be given challenging...
Job Title: Equipment Asset Manager Location: Houston, TX Job Summary: We are seeking a detail-oriented Equipment Asset Manager to oversee and manage our equipment in Houston. This role involves...
Demographic Data for Houston, TX
Moving to Houston, TX? Find some basic demographic data about Houston, TX below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Houston, TX
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Houston, 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
- Modeling
- Asset Management
- Presentation
- Property Management
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Leases
- Asset Allocation
- Capital Improvements
- Certified Financial Planner
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Restructuring
- Fannie Mae
- Commercial Banking
- Private Banking
- Credit Analysis
- Wealth Management
- Loan Servicing
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Underwriting
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Risk Management
- Relationship Management
- Finance
- 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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