Study of the Selling & Service Process Flow Strategyn Wealth Management Business
Date Issued
2008
Date
2008
Author(s)
Kuo, Hui-Hsien
Abstract
Wealth management is one of the most profitable sectors in the financial service industry. The domestic and foreign financial institutions in Taiwan are all aggressively planning and executing growth strategy in this sector. Wealth management is a rigorous career creating wealth for the public. I deeply feel that the successful operation pattern for wealth management is to build a rigorous service process, an organized, tailor-made systematic consulting process supported by various analysis and research tools. his paper focuses on wealth management operation. The transformation process of Bank T moving towards a wealth management specialized bank is used in the empirical study. With：. The creation of operational model: Professional team structure. From the personal bankers of the front line to the departments of product packaging and investment consultant of the middle office, and the back office: operation and risk management control departments.. The building of systematic consulting process: creating standardized service and sales process, introduce and developing financial instruments.. The development of customer-oriented performance evaluation and management: the adoption of balance score cards.. Formulate market and organization strategies which cope with future developments.uggestions and future developments concerning wealth management are proposed based on the result of the empirical study in the last part of the paper, to provide references for wealth management industry.
Subjects
wealth management
personal banker fin
ancial management objective
Type
thesis
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