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|Title: ||臺灣財富管理銀行業務發展之研究 : 以中國信託商業銀行為例|
|Other Titles: ||The business development of wealth management banking in Taiwan : a case study on chinatrust commercial bank|
台灣財富管理銀行業務發展之研究 : 以中國信託商業銀行為例
|Authors: ||陳品禎;Chen, Pin-Chen|
|Keywords: ||財富管理;私人銀行;業務發展;wealth management;Private banking;Business development|
|Issue Date: ||2013-04-13 11:19:06 (UTC+8)|
The main concept of wealth management from private banking, mainly by the financial advisor to provide banking services, asset trust management, estate planning, tax consulting. Wealth management bank for wealth management segments of different lifestyle and life needs, professional customized financial planning, to meet the financial needs of each customer group differences. In addition to the emphasis on maintaining customer relationships, must also maintain close interaction with customers and provide real-time market data and portfolio analysis to fully understand the customer''s financial needs in order to win customer trust. This is both broad and deep relationship between the wealth management industries can be oriented for clients'' wealth, make the appropriate asset allocation at different stages in their life, planning a high degree of personalized service.
The purpose of this study is to investigate the case of the Chinatrust Commercial Bank in the wealth management market, the success of business development, key success factors and sustainable competitive advantage, case bank to learn how to develop their business strategy, the use of its resources and advantages, to highlight their bank own characteristics, the establishment of the competitive position of its differentiation, to maintain its excellent operating performance. While conclusions and suggestions, and hope to provide the reference of the domestic banking sector as operators.
|Appears in Collections:||[管理科學學系暨研究所] 學位論文|
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