XY银行私人银行客户经理胜任素质模型构建研究
发布时间：2018-10-25 14:00
【摘要】：私人银行业务近年来在中国开展得如火如荼。作为私人银行最重要的竞争力——私人银行客户经理却很难满足私人银行客户的需要。 本文将从我国某股份制商业银行XY银行的私人银行部门面临的现实情况入手，对胜任素质模型理论作了回顾，对私人银行客户经理胜任素质模型构建的必要性作了阐述，对胜任素质词典作了编制，对XY银行私人银行客户经理胜任素质模型构建进行研究，构建了适合XY银行的私人银行客户经理胜任素质模型，并简要阐述该模型在XY银行人力资源管理方面的应用。 针对XY银行私人银行成立时间较晚、数据有限的实际情况，本文采用演绎法而非传统的归纳法对胜任素质模型进行了构建，从私人银行客户需求角度选取胜任素质，，组建由私人银行客户经理、私人银行其他岗位、私人银行人力资源部门、私人银行客户、外部咨询机构专家组成的专家小组对胜任素质进行评价，通过分析计算、排序分类构建专业知识胜任素质模型和通用能力胜任素质。期望本文提出的胜任素质模型能够给XY银行私人银行客户经理人力资源管理相关工作提供一定的借鉴和参考。
[Abstract]:Private banking has been in full swing in China in recent years. Private bank account managers, the most important competitiveness of private banks, find it difficult to meet the needs of private bank customers. In this paper, the author reviews the theory of competency model and expounds the necessity of constructing customer manager competency model of private bank, starting with the reality of the private banking department of XY Bank, a joint-stock commercial bank in China, and reviewing the theory of competency model. The competency dictionaries are compiled, the XY bank private bank account manager competency model is studied, and the private bank account manager competency model suitable for XY bank is constructed. The application of this model in human resource management of XY bank is briefly described. In view of the fact that the private bank of XY bank is established late and the data is limited, this paper constructs the competency model by deductive method rather than the traditional induction method, and selects the competency from the point of view of the customer demand of the private bank. Set up an expert group composed of private bank account managers, private bank other positions, private bank human resources departments, private bank clients, and experts from outside consulting organizations to evaluate the competency, and through analysis and calculation, Ranking and classifying to construct professional knowledge competency model and general competence competency. It is expected that the competency model proposed in this paper can be used for reference and reference for the human resource management of private bank customer managers in XY Bank.
【学位授予单位】：上海交通大学
【学位级别】：硕士
【学位授予年份】：2013
【分类号】：F832.2;F272.92
[Abstract]:Private banking has been in full swing in China in recent years. Private bank account managers, the most important competitiveness of private banks, find it difficult to meet the needs of private bank customers. In this paper, the author reviews the theory of competency model and expounds the necessity of constructing customer manager competency model of private bank, starting with the reality of the private banking department of XY Bank, a joint-stock commercial bank in China, and reviewing the theory of competency model. The competency dictionaries are compiled, the XY bank private bank account manager competency model is studied, and the private bank account manager competency model suitable for XY bank is constructed. The application of this model in human resource management of XY bank is briefly described. In view of the fact that the private bank of XY bank is established late and the data is limited, this paper constructs the competency model by deductive method rather than the traditional induction method, and selects the competency from the point of view of the customer demand of the private bank. Set up an expert group composed of private bank account managers, private bank other positions, private bank human resources departments, private bank clients, and experts from outside consulting organizations to evaluate the competency, and through analysis and calculation, Ranking and classifying to construct professional knowledge competency model and general competence competency. It is expected that the competency model proposed in this paper can be used for reference and reference for the human resource management of private bank customer managers in XY Bank.
【学位授予单位】：上海交通大学
【学位级别】：硕士
【学位授予年份】：2013
【分类号】：F832.2;F272.92
【共引文献】
相关期刊论文 前4条
1 高鸣宇;;国内私人银行财富规划类增值服务发展趋势分析[J];北京金融评论;2014年02期
2 张音;;我国中外资银行私人银行业务的比较分析及启示[J];区域金融研究;2014年09期
3 何汇溪;;我国私人银行的发展现状与建议[J];时代金融;2014年35期
4 白宇飞;;基于态势分析法视角的中资私人银行可持续发展研究[J];新金融;2015年01期
相关硕士学位论文 前10条
1 杨瑞;我国银行业私人银行业务发展研究[D];云南大学;2013年
2 张旭;Z银行私人银行业务发展战略研究[D];黑龙江大学;2013年
3 陈科;招商银行私人银行业务发展策略研究[D];湖南大学;2013年
4 隋金呈;我国信托业务的发展与创新研究[D];北京交通大学;2014年
5 李金栋;基于7PS理论的A银行私人银行业务服务营销研究[D];南昌大学;2013年
6 吴楠;我国私人银行业务开展的法律障碍及制度完善[D];东北财经大学;2013年
7 严琦;私人银行业务的中外比较[D];东北财经大学;2013年
8 罗毅;商业银行客户关系管理探析[D];宁波大学;2013年
9 尹训荣;交通银行山东省分行私人银行业务发展研究[D];宁夏大学;2014年
10 孙s
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