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...

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Main Authors: Yea-Jen Sun, 孫雅貞
Other Authors: 莊裕澤
Format: Others
Language:zh-TW
Published: 2019
Online Access:http://ndltd.ncl.edu.tw/handle/54e3zm
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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
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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
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