Investing isn't just about growing your portfolio, it's about aligning
your portfolio with your specific goals.
Not exact matches
With over 700 exchange - traded funds (ETFs) globally and more than $ 1 trillion in assets under management, iShares helps clients around the world build the core of their
portfolios, meet
specific investment
goals and implement views.
A leading ETF provider since 1997, iShares is one of the most respected names in the industry
with more than 800 ETFs globally and $ 1.5 trillion in assets under management.1 Clients around the world trust iShares to build the foundations of their
portfolios, meet
specific investment
goals and implement market views.
Please consider your
specific investment requirements, risk tolerance, investment
goal, time frame, risk and reward balance and the cost associated
with the investment before choosing a fund, or designing a
portfolio that suits your needs.
Discussion on dividend investing, that is
specific and deep in nature, done mainly through the select few stocks in the sample dividend
portfolio with the ultimate
goal of building large
portfolios of cash - flowing dividend stocks over time.
Jason Heath, a fee - only financial planner
with Objective Financial Partners, says robo - advisors are a great choice for young investors who only require
portfolio management for a
specific savings
goal and don't need to get into the more personal aspects of wealth management such as taxes and retirement or estate planning.
With over 700 funds globally across multiple asset classes and strategies and more than US$ 1 trillion in assets under management as of December 31, 2015, iShares helps clients around the world build the core of their
portfolios, meet
specific investment
goals and implement market views.
Price proposals for all client options and
portfolios weighing up
specific client
portfolio and financial requirements
with the long term
goals of their
portfolio and the benefit to ClimateCare
Financial Services Specialist — Duties & Responsibilities Recruit, train, and direct customer service, sales, and administrative personnel ensuring profitable operations Study internal literature to become an expert on products and services Develop and manage varied financial
portfolios for more than fifty clients Generate record sales of financial products through cold calling, networking, and other tactics Make cold calls in a courteous, yet assertive manner that translates to sales results Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their
specific needs and styles Build and strengthen relationships
with small business clients through effective client service Encourage high customer retention by maintaining friendly, supportive contact
with existing clients Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Oversee business underwriting process including risk analysis, pricing, and classifications Support human resources department through benefit administration and performance evaluations Direct special projects from conception to marketplace rollout Analyze and streamline organization structure, workflow, team metrics, and client database Responsible for financial software operation and updates including Bill Pay and Payroll processing Implement training and development programs to reinforce branding and develop team skillsets Create an atmosphere of respect, professionalism, and dedication to company
goals Represent company brand
with poise, integrity, and positivity