The Analysis of Influential Factors for Performance of Financial Consultant- A case study of the CHB
碩士 === 義守大學 === 財務金融學系碩士班 === 96 === With the increase in national income and accumulated wealth, the demand (especially for high-income customers) for integrated financial planning services also increase. With the wealth management and organizational structure established as business development an...
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ndltd-TW-096ISU052140122015-10-13T14:52:51Z http://ndltd.ncl.edu.tw/handle/58230983035446683850 The Analysis of Influential Factors for Performance of Financial Consultant- A case study of the CHB 影響理專績效因素之探討-以彰化銀行為個案分析 Lin-Chi Huang 黃齡淇 碩士 義守大學 財務金融學系碩士班 96 With the increase in national income and accumulated wealth, the demand (especially for high-income customers) for integrated financial planning services also increase. With the wealth management and organizational structure established as business development and related to customer needs, the financial management professional, attitude and administrative fee has formed a symbiotic relationship and common prosperity. As diversification of professional financial products, how to implement the comprehensive concept of asset allocation, the administrative fee objective, is the issue for banks. Therefore, professional training, all-round financial planning, financial management and the performance of financial institutions are extremely important. The financial management professional should have the skills or the characteristics of the investment case for the impact of their business performance, with background of the works can be met and has shown good performance, both issues are explored in this study. In this study, in the form of questionnaires, the study population takes the wealth management and finance managing specialist of individual case bank as object, collected 200 valid questionnaires, and after statistical analysis of empirical results found: Among the many factors affecting the investment in "human relations side", "Supervisor’s support " and "customer relationship," "products and the working environment (or other)".These four factors have the decisive influence on "work devotion degree". none none 張志雄 田瑞駒 2008 學位論文 ; thesis 62 zh-TW |
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碩士 === 義守大學 === 財務金融學系碩士班 === 96 === With the increase in national income and accumulated wealth, the demand (especially for high-income customers) for integrated financial planning services also increase. With the wealth management and organizational structure established as business development and related to customer needs, the financial management professional, attitude and administrative fee has formed a symbiotic relationship and common prosperity. As diversification of professional financial products, how to implement the comprehensive concept of asset allocation, the administrative fee objective, is the issue for banks. Therefore, professional training, all-round financial planning, financial management and the performance of financial institutions are extremely important. The financial management professional should have the skills or the characteristics of the investment case for the impact of their business performance, with background of the works can be met and has shown good performance, both issues are explored in this study.
In this study, in the form of questionnaires, the study population takes the wealth management and finance managing specialist of individual case bank as object, collected 200 valid questionnaires, and after statistical analysis of empirical results found: Among the many factors affecting the investment in "human relations side", "Supervisor’s support " and "customer relationship," "products and the working environment (or other)".These four factors have the decisive influence on "work devotion degree".
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author_facet |
none Lin-Chi Huang 黃齡淇 |
author |
Lin-Chi Huang 黃齡淇 |
spellingShingle |
Lin-Chi Huang 黃齡淇 The Analysis of Influential Factors for Performance of Financial Consultant- A case study of the CHB |
author_sort |
Lin-Chi Huang |
title |
The Analysis of Influential Factors for Performance of Financial Consultant- A case study of the CHB |
title_short |
The Analysis of Influential Factors for Performance of Financial Consultant- A case study of the CHB |
title_full |
The Analysis of Influential Factors for Performance of Financial Consultant- A case study of the CHB |
title_fullStr |
The Analysis of Influential Factors for Performance of Financial Consultant- A case study of the CHB |
title_full_unstemmed |
The Analysis of Influential Factors for Performance of Financial Consultant- A case study of the CHB |
title_sort |
analysis of influential factors for performance of financial consultant- a case study of the chb |
publishDate |
2008 |
url |
http://ndltd.ncl.edu.tw/handle/58230983035446683850 |
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