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    Please use this identifier to cite or link to this item: http://tkuir.lib.tku.edu.tw:8080/dspace/handle/987654321/87355

    Title: 銀行業財富管理需求探討
    Other Titles: The study on demand of wealth management in the banking industry
    Authors: 王冠文;Wang, Kuan-Wen
    Contributors: 淡江大學保險學系保險經營碩士在職專班
    繆震宇;Miao, Chen-Yu
    Keywords: 財富管理;銀行業;wealth management;Banking Industry
    Date: 2013
    Issue Date: 2013-04-13 10:59:18 (UTC+8)
    Abstract: 本研究旨在瞭解銀行業財富管理顧客其財富管理需求之現況,以及不同屬性之銀行業
    一、 銀行財富管理顧客在理財態度部份,以穩健型與積極型最多,成長型次之,保守型與
    二、 在財富管理需求部分,1.銀行財富管理顧客需要並會購買理專建議的理財商品2.銀行
    三、 不同人口統計變項與理財態度之銀行財富管理顧客會影響其財富管理需求。
    四、 不同人口統計變項之銀行財富管理顧客會影響其理財態度。
    The purpose of the study is to understand the current situation of banking wealth management
    customer demand for their wealth management and the relevance between banking property and
    customers preferences for wealth management to eventually enhance the competition niche of the
    wealth management business.
    The study adopt literature analysis and questionnaire survey to explore the current situation of
    banking wealth management customer demand, the relevant between banking wealth management
    customers and their demand though different demographic variations as well as relevant between
    customers demands and attitude toward wealth management(conservative, steady, growing,
    positive, very positive). The study conduct a questionnaire survey of 165 samples that come from
    who are wealth management customers of a bank in Taipei. A self-established “Questionnaire of
    banking Wealth Management Demand and Preference of Wealth Management Customers” is
    adopted as research tool. Data acquired to be analyzed with SPSS14.0 Chinese version to gain
    information of Descriptive. Statistics, Independent samples T test and One-way ANOVA. Based on
    the analysis results, the main conclusions are as follows:
    1. Regards to the mount of attitude towards wealth management, customers with steady type and
    positive type attitude are accounted for the largest proportion and followed by growing type. The
    conservative type and very positive type are at least.
    2. The conclusions of wealth management demands are as follows: (1) Banking wealth management
    customers need and will buy products promoted by financial advisors. (2) Most of the wealth
    management customers hope financial advisors offer custom-made investment proposal and they
    are willing to pay for the consult fees. (3)Banking wealth management customers need financial
    advisors to provide professional suggestion. (4)Most of the banking wealth management customers
    determine their asset allocation by themselves. (5)Preference of banking wealth management
    customers to popular financial instrument was flat in average. (6)Banking wealth management
    customers is willing to pay handling fee when purchasing financial products.
    3. The wealth management demand of customers varies with their demographic variations and
    attitude toward wealth management.
    4. Customer attitude of wealth management varies with demographic variations.
    Appears in Collections:[保險學系暨研究所] 學位論文

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