A Research on Financial Counselor's Wealth Management Performance Appraisal

• Main Authors: Chiu-Min Liu, 劉秋敏
• Other Authors: Giong-Fang He
• Format: Others
• Language: zh-TW
• Published: 2005
• Online Access: http://ndltd.ncl.edu.tw/handle/64151421532856285532

碩士 === 中原大學 === 國際貿易研究所 === 93 === Abstract Following Taiwan compatiriots，increasing demand for wealth management，domestic banks are facing a keep competition wealth manage market.In order to raise earnings from mandling fees and to increase efficiency of business performance，many banks hire a large number of financial counselors.For this reason，the study tries to build up a scheme of wealth management performance appraisal .The research sent out 270 guestionnaires to bank’s wealth counselors and retrieved 119.Then，regression analysis and multivariate analysis were used to obtain the results.From the empirical results we have found that level of transfor fees ，number of customer’s amount promotion bonus are positively related to efficiency.Level of education is also related to average bonus，but with small amount.To summarize， transfor fees，numbers of customer’s amount and bonus are three major factors to influence a financial counselor’s performance.The results can help wealth management performance appraisal for future use.