Bank operates its business under the model of Financial Holdings Co. Ltd., since the subsidiaries include bank, insurance company, securities firm, and other affiliated business corporations. The department of Wealth Management is set up to provide customers ?one-stop shopping? financial services through the combination of all kinds of derivative products, information communication, and cross selling. This truly enhances the Financial Holding Co., Ltd. to become more competitive. Therefore, the most important thing for the entire banking system and personal financing development is to train the financial specialist and improve the job performance of the specialists.
This study aimed to discuss the correlation of job performance with personality, professional ability, and time management of financial specialist. The research based on a case study of the largest local bank in the mid-south Taiwan. There are around 208 specialists in all the mid-south branches. SPSS12.0 statistics Windows software is adopted as statistical analysis tool. The method of sampling in this research is as follows: factor analysis, descriptive statistics analysis and regression analysis. The conclusion of this study will be shared to the supervisors in bank or insurance company, and provide a basis for all related researches in the future.
The result of this study comes to a conclusion: 1.The personality of financial specialist has a remarkable correlation with job performance. 2.The professional ability of financial specialist has a remarkable correlation with job performance. 3.The time management of financial specialist has a remarkable correlation with job performance. Key words: Financial specialist, personality, professional ability, time management, job performance.
