一、不同印象管理與人格特質之理財專員，在與投資人間之信任關係，部份具有顯著差異。 二、理財專員之印象管理與人格特質對於與投資人間之信任，具有顯著影響。 三、不同信任關係對在理財專員之工作績效上會有顯著差異。 四、部份人口統計變項與印象管理、人格特質、信任及工作績效間呈現差異顯著關係。 There is a wave of merger for financial institutions in recent years. The wealth departments of the financial groups have mushroomed all over the world. They provide an integrated financial service to their customers such as one-stop shopping and tailor-made programs. Thus, customers gradually focus on stock allocation for financial management. So the most important duty for a bank is to get the talent financial consultant. Therefore it’s an important subject for how the financial consultant breaks the customer’s guard and acquires their trust to maintain even long term and good interactive relationship.
This research is discussing about factors of influencing job performance by impression management and personality of the financial consultant for realizing the psychological processes behind the trust relation. And we try to find out how trust matrix affects job performance. This research surveys financial consultants from banks in Taipei County and Taipei City. The sample size would be 220 from 14 banks. The research has the following important discovery:
1. There is a partially significant difference on trust relation by different impression management and personality of the financial consultant. 2. There is a partially significant influence on trust relation by impression management and personality of the financial consultant. 3. There is a significant difference on job performance by different trust relation between the financial consultant and his customer. 4. There is a partially significant difference on impression, personality, trust relation, and job performance by different demographics of financial consultants.
