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...

Full description

Bibliographic Details
Main Authors: Lin-Chi Huang, 黃齡淇
Other Authors: none
Format: Others
Language:zh-TW
Published: 2008
Online Access:http://ndltd.ncl.edu.tw/handle/58230983035446683850
id ndltd-TW-096ISU05214012
record_format oai_dc
spelling 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
collection NDLTD
language zh-TW
format Others
sources NDLTD
description 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".
author2 none
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
work_keys_str_mv AT linchihuang theanalysisofinfluentialfactorsforperformanceoffinancialconsultantacasestudyofthechb
AT huánglíngqí theanalysisofinfluentialfactorsforperformanceoffinancialconsultantacasestudyofthechb
AT linchihuang yǐngxiǎnglǐzhuānjīxiàoyīnsùzhītàntǎoyǐzhānghuàyínxíngwèigèànfēnxī
AT huánglíngqí yǐngxiǎnglǐzhuānjīxiàoyīnsùzhītàntǎoyǐzhānghuàyínxíngwèigèànfēnxī
AT linchihuang analysisofinfluentialfactorsforperformanceoffinancialconsultantacasestudyofthechb
AT huánglíngqí analysisofinfluentialfactorsforperformanceoffinancialconsultantacasestudyofthechb
_version_ 1717759300245389312