High Asset Customers Evaluating the Performance Assessment Factors of Financial Advisers

• Main Authors: PAN YEN-CHIEH, 潘嬿絜
• Other Authors: SHIH KUANG-HSUN
• Format: Others
• Language: zh-TW
• Published: 2017
• Online Access: http://ndltd.ncl.edu.tw/handle/2v942r

碩士 === 中國文化大學 === 國際企業管理學系碩士在職專班 === 105 === Wealth Management in the world has long been one of the main services offered by banks. Wealth management business refers to the financial institutions (including banks, securities firms or insurance companies) for high asset customers through financial advisors for financial planning or asset allocation based on customer demand, a variety of financial products and services to provide banking legitimate business. High asset customers are seeking purposes wealth management or asset planning, mainly in the distribution of wealth accumulation and asset protection and wealth transfer planning. Therefore, the financial institutions to provide services of wealth management, which may include wealth accumulation, wealth protection and wealth transfer planning. This study suggests that high asset customers to understand the key factors of performance assessment of financial advisors in order to effectively for customer preferences and needs match up to provide services, while also allowing the financial sector in the management of financial advisors to educate training, providing more precise training. We believe the results of this study will be an important reference for the application of the financial industry practices.