Securities Companies should Take What Trust-type Wealth Management Strategies to Enhance its Competitiveness.

• Main Authors: Chao,hsingchien, 趙行健
• Other Authors: 沈中華
• Format: Others
• Language: zh-TW
• Published: 2011
• Online Access: http://ndltd.ncl.edu.tw/handle/48601298746210126327

碩士 === 國立臺北大學 === 國際財務金融碩士在職專班 === 99 === The study is to exam securities companies should take what trust-type wealth management strategies to enhance its competitiveness and take the Porter five force model, SWOT and questionnaire interview to analyze the results. The results as follows, 1. Securities companies should take good use of its advantages in its flexible business model, product design and structuring to accumulate asset under management. 2. Securities companies should focus on client classification and develop its own client relationship management system. 3. Securities companies should take pricing differentiation for client service requirements, and build up securities companies’ value. 4. Securities companies should not only hire sales from banks, but also train securities sales to be financial consultants to organize their specific wealth management business model.