The Study of Transformation in Wealth Management Business of Banking Industry in Taiwan
碩士 === 國立臺灣大學 === 資訊管理組 === 107 === This paper first observes that there are still four key obstacles when domestic financial institutions seek breakthroughs, developments and expansions at this stage. It is further observed that there are seven difficulties in the current situation of wealth manage...
Main Authors: | , |
---|---|
Other Authors: | |
Format: | Others |
Language: | zh-TW |
Published: |
2019
|
Online Access: | http://ndltd.ncl.edu.tw/handle/54e3zm |
id |
ndltd-TW-107NTU05585006 |
---|---|
record_format |
oai_dc |
spelling |
ndltd-TW-107NTU055850062019-11-16T05:28:03Z http://ndltd.ncl.edu.tw/handle/54e3zm The Study of Transformation in Wealth Management Business of Banking Industry in Taiwan 台灣金融業財富管理變革之研究 Yea-Jen Sun 孫雅貞 碩士 國立臺灣大學 資訊管理組 107 This paper first observes that there are still four key obstacles when domestic financial institutions seek breakthroughs, developments and expansions at this stage. It is further observed that there are seven difficulties in the current situation of wealth management in the financial industry. Therefore, the main purpose of this paper is to explore the transformation of the wealth management department into a customer-centered value proposition. The four core teams, relationship manager team, investment advisory team, investment strategy research team and product team, should conduct transformation of “rights and responsibilities”. This paper repositions each team’s value proposition, reorganization, and incentive plan. Discuss the transformation strategy of each team. Then we explore the key points for the leadership of transformation, from leading the change of employees'' mindset to cohesiveness and generating bottom-up responsiveness, redesigning incentives program to retain talents and nurturing new people, and accelerating investment in smart devices. These strategies will lead to meet the company''s short-term, long-term vision of determination. Finally, we discuss the synergy generated by the cooperation of the four teams after transformation, that is, to create a positive cycle with “successful wealth management business model”, one can have deeper interaction with existing customers and more potential customers. This quickly provides a quality wealth management ecosystem that is tailored to new product solutions. 莊裕澤 2019 學位論文 ; thesis 48 zh-TW |
collection |
NDLTD |
language |
zh-TW |
format |
Others
|
sources |
NDLTD |
description |
碩士 === 國立臺灣大學 === 資訊管理組 === 107 === This paper first observes that there are still four key obstacles when domestic financial institutions seek breakthroughs, developments and expansions at this stage. It is further observed that there are seven difficulties in the current situation of wealth management in the financial industry. Therefore, the main purpose of this paper is to explore the transformation of the wealth management department into a customer-centered value proposition. The four core teams, relationship manager team, investment advisory team, investment strategy research team and product team, should conduct transformation of “rights and responsibilities”.
This paper repositions each team’s value proposition, reorganization, and incentive plan. Discuss the transformation strategy of each team. Then we explore the key points for the leadership of transformation, from leading the change of employees'' mindset to cohesiveness and generating bottom-up responsiveness, redesigning incentives program to retain talents and nurturing new people, and accelerating investment in smart devices. These strategies will lead to meet the company''s short-term, long-term vision of determination.
Finally, we discuss the synergy generated by the cooperation of the four teams after transformation, that is, to create a positive cycle with “successful wealth management business model”, one can have deeper interaction with existing customers and more potential customers. This quickly provides a quality wealth management ecosystem that is tailored to new product solutions.
|
author2 |
莊裕澤 |
author_facet |
莊裕澤 Yea-Jen Sun 孫雅貞 |
author |
Yea-Jen Sun 孫雅貞 |
spellingShingle |
Yea-Jen Sun 孫雅貞 The Study of Transformation in Wealth Management Business of Banking Industry in Taiwan |
author_sort |
Yea-Jen Sun |
title |
The Study of Transformation in Wealth Management Business of Banking Industry in Taiwan |
title_short |
The Study of Transformation in Wealth Management Business of Banking Industry in Taiwan |
title_full |
The Study of Transformation in Wealth Management Business of Banking Industry in Taiwan |
title_fullStr |
The Study of Transformation in Wealth Management Business of Banking Industry in Taiwan |
title_full_unstemmed |
The Study of Transformation in Wealth Management Business of Banking Industry in Taiwan |
title_sort |
study of transformation in wealth management business of banking industry in taiwan |
publishDate |
2019 |
url |
http://ndltd.ncl.edu.tw/handle/54e3zm |
work_keys_str_mv |
AT yeajensun thestudyoftransformationinwealthmanagementbusinessofbankingindustryintaiwan AT sūnyǎzhēn thestudyoftransformationinwealthmanagementbusinessofbankingindustryintaiwan AT yeajensun táiwānjīnróngyècáifùguǎnlǐbiàngézhīyánjiū AT sūnyǎzhēn táiwānjīnróngyècáifùguǎnlǐbiàngézhīyánjiū AT yeajensun studyoftransformationinwealthmanagementbusinessofbankingindustryintaiwan AT sūnyǎzhēn studyoftransformationinwealthmanagementbusinessofbankingindustryintaiwan |
_version_ |
1719292821615149056 |