Manager of Savings and Investments Jobs in Kansas
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.
analysis, organizational documents, and legal memos....
Asset Manager Consultant - Midland Loan Services - Asset Management - Midland
- Overland Park, KS
- 8 days ago
- Overland Park, KS
- 8 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...
Associate Asset Manager - Colleterial Surveillance - Midland
- Overland Park, KS
- 8 days ago
- Overland Park, KS
- 8 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...
Pensions Senior Investment Consultant Home Based (hot desks available at 10 sites across the UK) Flexible Working Options Available Capita Pensions Solutions it is at an exciting time in its...
Senior Director, Wealth Management Operations (Overland Park, KS)
- Overland Park, KS
- 30+ days ago
- Overland Park, KS
- 30+ days ago
Cultivates superior relationships with wealth advisors and team members nationwide, supporting wealth management operations systems across all advisory solutions, advocating for the adoption of our...
Department Overview Our Servicing experts service all Fannie Mae, Freddie Mac, and FHA Finance loans originated by Walker & Dunlop as well as certain life insurance company, bank, and CMBS loans....
Asset Manager Consultant - Asset Management - Midland
- Overland Park, KS
- 45+ days ago
- Overland Park, KS
- 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...
Senior Asset Manager - Asset Management - Midland
- Overland Park, KS
- 45+ days ago
- Overland Park, KS
- 45+ days ago
Midlands Asset Management group works with a diverse group of clients, which includes some of the largest lenders and investors in the commercial real estate market and the largest subordinate bond...
attention to detail will be applied independently at all times to ensure exceptional customer service is provided to both internal and external clients (including Borrowers, Production Officers and Lender...
Demographic Data for Kansas
Moving to Kansas? Find some basic demographic data about Kansas below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Kansas
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Kansas 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
- Collaboration
- Property Management
- Flexibility
- Acquisitions
- Property Inspections
- Commercial Real Estate
- Argus
- Client Relationships
- Low-Income Housing Tax Credit Certified
- Mergers & Acquisitions
- Private Equity
- Budgets
- Asset Allocation
- Real Estate Management
- Lease Negotiation
- Capital Improvements
- Certified Financial Planner
- Series 65 Licensed
- Nationwide Mortgage Licensing System & Registry
- Fannie Mae
- Freddie Mac
- Private Banking
- Wealth Management
- Financial Services
- Corporate Finance
- Capital Markets
- Valuation
- Investment Banking
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Financial Analysis
- Real Estate
- Relationship Management
- Strategy Development
- Finance
- Business Development
- Accounting
- Negotiation
- Written Communication
- Documentation
- Bachelor's Degree
- Reporting
- Sales
- Regulations
- Policy Development
- Microsoft Excel
- Problem Solving
- Research Skills
- Staff Supervision
- Organization
- Customer Service
- Leadership
- Communication Skills
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