| Summary: | 碩士 === 逢甲大學 === 合作經濟學系 === 101 === In the past, the main source of income from traditional domestic banks mainly
came from the revenues of deposit and
loan spreads. However in recent years, since the overall domestic financial
environment has been so competitive
that traditional banking deposit and
loan margins increasingly narrow down, &;quot;wealth management business&;quot; has become a major business for domestic financial institutions for nearly last decade. The most important reason is that it
provides other than traditional banking assets, liabilities business〜&;quot;fee
income&;quot;, no other way beyond the
interest rate risk. Banking fee income accounting for banking revenues has
increased gradually year by year, and
the key person to generate bank wealth
management fee income is the consultant. So exploring the impact of wealth
management consultancy based on
Financial Performance and fee income
related factors is very important.
Chang Hwa Bank of Taiwan is quite
prominent among banks in terms of the
traditional banking fee income
performance. This study is to analyze
Chang Hwa Bank&;#39;s wealth management
business. Data of Wealth Management
Advisor fee income were adopted from
January 2010 to December 2012 and all
related factors with the sample data
are analyzed by SPSS statistical
software.
From the empirical analysis results show that:
1、The year of experience of wealth management consultant and management fee
income have a significant performance
relationship.
2、There is a significant relationship
to fee income performance between the
wealth management consultancy client
assets under management and wealth
management scale and number of customers.
3、The sales of financial products by
the wealth management consultant and fee income performance from wealth
management are highly related.
4、The wealth management Advisor&;#39;s
annual target amount and fee income
performance have a significant financialrelationship.
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