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.
INVESTMENT CONSULTANT* WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high...
- Stafford, TX (15 miles from Houston, TX)
- 3 days ago
- Stafford, TX (15 miles from Houston, TX)
- 3 days ago
Battery Energy Storage (BESS) | 21-3-2025 Senior Asset Manager Remote $150,000 - $170,000 per annum Location: US - Remote Salary: $150K to $170K + Bonus Kinekta are currently partnered with an IPP...
Capital Markets Associate Investment Banking Director - Houston, TX
- Houston, TX
- 23 days ago
- Houston, TX
- 23 days ago
Investment Banking and Securities Underwriting activities are offered through Zions Direct, Inc., member FINRA / SIPC....
Manage relationships with project owners, lenders, and partners, including presenting operational metrics and financial and commercial updates....
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Are you passionate about human space exploration, understanding the origins of the universe, and working with a passionate and diverse team to make a difference? If you are, we need you! We need...
INVESTMENT CONSULTANT WHAT IS THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net...
We are seeking a dedicated and experienced Estate & Asset Manager for a family of five in Houston. The primary residence is a beautiful 6,000 sq. ft. home with three employees. This role is...
The Director will have self-sourced AUM and Private Banking Deposit/Loan goals and may serve on national/regional investment or practice group committees....
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...
Associate, Investment Banking, Energy - Houston, TX
- Houston, TX
- 30+ days ago
- Houston, TX
- 30+ days ago
banking, wealth management and private banking, corporate and investment banking, and capital markets....
Asset Manager Consultant - Business Credit - Midland
- Houston, TX
- 45+ days ago
- Houston, TX
- 45+ days ago
Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
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)
- 60+ days ago
- La Porte, TX (19 miles from Houston, TX)
- 60+ 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...
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
- Asset Management
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Property Inspections
- Commercial Real Estate
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Budgets
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Affordable Housing
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Fannie Mae
- Freddie Mac
- Private Banking
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Loan Servicing
- Investment Banking
- Valuation
- Capital Markets
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Modeling
- Financial Planning
- Due Diligence
- Financial Analysis
- Real Estate
- Relationship Management
- Risk Management
- Strategy Development
- Finance
- Accounting
- Business Development
- Negotiation
- Written Communication
- Collaboration
- Documentation
- Reporting
- Bachelor's Degree
- Regulations
- Policy Development
- Microsoft Office
- Sales
- Problem Solving
- Microsoft Excel
- Research Skills
- Staff Supervision
- Organization
- Scheduling
- Leadership
- Communication Skills
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