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    Title: 臺灣地區商業銀行網路財富管理業務競爭策略形成之探討 : 以B銀行為例
    Other Titles: Exploring the competitive strategic formulation of internet wealth management of the commercial bank in Taiwan : in case of bank B.
    台灣地區商業銀行網路財富管理業務競爭策略形成之探討 : 以B銀行為例
    Authors: 吳姝儀;Wu, Shu-i
    Contributors: 淡江大學國際貿易學系國際企業學碩士在職專班
    林志鴻;Lin, Jyh-horng
    Keywords: 財富管理;私人銀行;資產管理;證券經紀;高淨值客戶;現金管理;信用管理;投資組合管理;稅務規劃;保險管理;退休;財產規劃;Wealth Management;Private Banking;Asset Management;Brokerage;High-Net-Worth Clients;Cash Management;Credit Management;Portfolio Management;Tax Planning;Insurance Management;Retirement;Estate Planning
    Date: 2006
    Issue Date: 2010-01-11 01:27:18 (UTC+8)
    Abstract: 臺灣地區的商業銀行紛紛搶食財富管理的市場大餅,也因著銀行的主要客戶使用網路銀行的普及,使得財富管理的「網路銀行」引發強烈競爭。本研究係以臺灣地區的商業銀行的發展狀況,透過個案銀行的使命陳述探討商業銀行進入網路財富管理之競爭策略形成要素與策略關係之研究,進行其內部環境與外部環境要素分析,並就網路財富管理的總體經濟環境之策略形成的相關因素,制定該競爭策略;希望能提一些建議供給發展網路財富管理業務的商業銀行參考。本研究採個案研究方法,透過國內外相關文獻探討、資料的蒐集,經由本研究深入探討,可歸納結論如下:

    一、個案銀行之使命陳述之下,評估其內部環境與外部環境並歸納
    出B 銀行競爭策略形成要素,可作為B 銀行競爭策略制定與修
    正時之參考。
    二、B 銀行在策略以多元化的財富管理為目標之下去執行,應可以
    朝B銀行為其使命陳述(台灣網路財富管理之品牌銀行)方向快
    速達成。
    三、B銀行應不斷地加強專業人才的培植,為未來成為財富管理的品
    牌銀行及國際性銀行作準備。
    四、B銀行應重視及加強既有員工之在職及專業訓練,提高內部晉升
    之機會,有了傳統業務的經驗,更為客戶作整體之財富管理規
    劃方向發展,達到B 銀行與客戶雙贏的目標。
    Many Commercial Banks in Taiwan are scrambling for a bite of market pie of the wealth management, and it is a popular trend of online trading for bank’s main clients, therefore cyber banks lead to a competition of Internet Wealth Management violently.

    On the current development of commercial banks in Taiwan, and through the mission statement of bank B, this study tries to explore the business strategy formulation factors of commercial bank in relation to strategies. First of all, it processes the analyses’ factors of bank B of internal and external environments. Then summarizes the critical factors related to the strategy formulation, and thereby proposes business strategies and ways of the Internet wealth management of commercial banks for an adaptation to the general environment. It is a csae study of methodology that, in terms of collections of domestic and foreign paper and data, addresses the conclusion as below:

    一.Under the mission statement and the assessments of the
    internal and external environments, it sums up factors
    of the strategy of formulation and amendment for bank B.
    二.To conduct the goal of diversification of Wealth
    Management is to aim at the direction of the mission
    statement of bank B, the brand name of Internet Wealth
    Management in Taiwan.
    三.For the brand name of Internet Wealth Management and
    globalization in the future, bank B should cultivate
    persons of specialized field.
    四.Bank B should attach great importance to(1) the
    education of on-the-job and specialty, and(2) inner
    promotion. Clerks, to possess the traditional
    transactional experience, specifically offer an
    integral service of Wealth Management. Consequently, it
    attends the win-win goal of customer and bank.
    Appears in Collections:[國際企業學系暨研究所] 學位論文

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