Manager of Savings and Investments Jobs in Bothell, WA
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.
Job Description: This position requires office presence of a minimum of 5 days per week and is only located in the location(s) posted. No relocation is offered. Join AT&T and reimagine the...
Lab Instrument Services and Asset Manager
- Seattle, WA (11 miles from Bothell, WA)
- 3 days ago
- Seattle, WA (11 miles from Bothell, WA)
- 3 days ago
Do you envision a workplace where every team member works together to create an amazing workplace experience? Do you want to be part of a dedicated group of professionals who consistently deliver...
Lab Instrument Services and Asset Manager Bothell, Washington, United States | Posted: 3/28/2025 Job Title: Lab Instrument Services and Asset Manager Location: Bothell, WA 98011 Duration: 6+...
Asset Manager or Associate Director
- Seattle, WA (11 miles from Bothell, WA)
- 45+ days ago
- Seattle, WA (11 miles from Bothell, WA)
- 45+ days ago
Security Properties believes in proactive communications with partners, lenders, and employees, and invests heavily in the training of its people to ensure the longevity of our business relationships...
Investment Consultant - Redmond, WA
- Redmond, WA (6 miles from Bothell, WA)
- 45+ days ago
- Redmond, WA (6 miles from Bothell, WA)
- 45+ days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
- Seattle, WA (11 miles from Bothell, WA)
- 60+ days ago
- Seattle, WA (11 miles from Bothell, WA)
- 60+ days ago
Development and has responsibility for ensuring the long-term financial health and physical condition of the portfolio, including Section 42 LIHTC and HUD properties and that the properties meet owner and lender...
Demographic Data for Bothell, WA
Moving to Bothell, WA? Find some basic demographic data about Bothell, WA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Bothell, WA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Bothell, WA 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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