A STUDY OF INFLUENCING FACTORS DISCUSSION FOR THE WEALTH-MANAGEMENT BUSINESS IN BANK TAKE THE S BANK AS AN EXAMPLE

• Main Authors: LUE,YI-JUNG, 呂翊榮
• Other Authors: Ku,Yong-Jia
• Format: Others
• Language: zh-TW
• Published: 2010
• Online Access: http://ndltd.ncl.edu.tw/handle/34530722513561976930

碩士 === 國立臺北大學 === 國際財務金融碩士在職專班 === 98 === This paper is intended to study to the banks, through the consolidation of The case bank and The Trust & Bankers Association of R.O.C to learn about the various data banks industry wealth management business development scenarios, through data collection and research documents, interviews with experts, one by one for both within and outside the company, various wealth management business development related factors discussed, proof of the inferred this study points. And the future of Taiwan's banking wealth management business of recommended reference. According to this study conclusions, provide banking the next push the wealth management business of proposals are as follows: Proposal for a local bank 1.Scientific review management effectiveness 2.Increase customer trust benefits 3.Encourage internal transfer mechanism 4.Decision-making process is rigorous, 5.Regional staff wheel adjusted 6.Profit oriented 7.Transparent feedback 8.Sales process standardization Suggestion of foreign banks 1.Marketing strategy to assess carefully 2.Balanced consideration after the purposes of business development and personnel appraisal system 3. Equilibrium on business development and customer benefits