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研究生：	林珮萱 Pey-Shiuan Lin
論文名稱：	台灣銀行業外派大陸經理職能探討之研究 The Competency for Taiwanese Bank Expatriate Managers in China
指導教授：	蔡錫濤 Tsai, Shir-Tau
學位類別：	碩士 Master
系所名稱：	國際人力資源發展研究所 Graduate Institute of International Human Resource Developmemt
論文出版年：	2010
畢業學年度：	98
語文別：	英文
論文頁數：	293
中文關鍵詞：	職能、職能模型、外派經理、銀行
英文關鍵詞：	competency, competency models, expatriate manager, banks
論文種類：	學術論文
相關次數：	點閱：188 下載：19
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台灣銀行業近年來逐漸增加至大陸投資的頻率以擴展市場。在擴展市場初期，台灣銀行業派遣許多經理至大陸發展經營生意。外派人員的管理已成為一重要課題。因此，此研究主要在訪談台灣銀行業經理以探索其派遣至大陸所需的職能，主要研究問題有以下幾點：
1. 台灣銀行業外派大陸經理的甄選條件。
2. 台灣銀行業外派大陸經理需扮演的角色與職責內容。
3. 台灣銀行業外派大陸經理需具備的職能。
4. 台灣銀行業外派大陸經理的訓練課程內容。
根據訪談內容，本研究歸納出台灣銀行業外派至大陸經理所需具備的知識，技能，經驗及人格特質，並可做為未來台灣銀行業外派大陸經理參考依據。

關鍵字：職能，職能模型，外派經理，銀行

To expand the market share, Taiwanese banks has increasingly invested in China. In this start-up period, many managers were sending from Taiwan to China for running the business. The issues of managing expatriates have drawn attentions. To investigate the current situation of expatriate management of the Taiwanese banks to China, this study interviewed the business practitioners to portrait the general pictures of the following focuses:
1.The selection criteria for the Taiwanese bank expatriate managers assigned to China.
2.The roles and tasks for the Taiwanese bank expatriate managers assigned to China.
3.The required competencies for the Taiwanese bank expatriate managers assigned to China.
4.The content of training programs for the Taiwanese bank expatriate managers assigned to China.
Base on the contents retrieved from the selection criteria, roles and tasks and content of training program, the study generated the required knowledge, skills, experiences and personality traits for the expatriate managers as a reference resource for the Taiwanese banks that designate expatriate to China.

Keywords: competency, competency models, expatriate manager, banks

TABLE OF CONTENTS
CHAPTER I. INTRODUCTION....................................1
 Background of the Study...................................1
 Research Purposes.........................................5
 Research Questions........................................5
 Significance of the Study.................................6
 Delimitations and Limitations.............................7
 Definition of Terms.......................................9
CHAPTER II. LITERATURE REVIEW.............................11
 Taiwanese Banks in China.................................11
 Competency...............................................14
 Competency Models........................................19
 Competency of Professionals in International Financial Industry.................................................24
 Competency of Expatriate Managers........................28
 Expatriate Development...................................31
CHAPTER III. METHODOLOGY..................................33
 Research Framework.......................................33
 Research Method..........................................35
 Instrument...............................................38
 Research Subjects........................................40
 Data Analysis............................................46
 Research Procedures......................................58
CHAPTER IV. RESEARCH FINDINGS AND DISCUSSIONS.............61
 The Roles and Tasks for the Taiwanese Bank Expatriate Managers Assigned to China...............................61
 The Selection Criteria for the Taiwanese Bank Expatriate Managers Assigned to China...............................72
 The Competencies for the Taiwanese Bank Expatriate Managers Assigned to China...............................81
 The Content of the Training Programs for the Taiwanese Bank Expatriate Managers Assigned to China..............109
CHAPTER V. CONCLUSIONS AND SUGGESTIONS...................127
Conclusions..............................................127
Suggestions..............................................150
REFERENCES...............................................157
APPENDIX.................................................163

                      LIST OF TABLES
Table 2.1  Entry Strategies and Situations of Taiwanese Banks in China.................................13
Table 2.2  Focus of Competency Development of International Financial Professionals........................25
Table 2.3  Success Factors of Expatriate Managers.........30
Table 3.1  Interview Outline..............................39
Table 3.2  Background Introduction of Research Subjects...42
Table 3.3  Note Key Concepts from Transcripts and Provide Coding Numbers.................................49
Table 3.4  Sort Similar Key Concepts......................51
Table 3.5  Categorize Similar Key Concepts into Concepts..52
Table 3.6  Integrate Concepts According to Research Topics:The Roles and Tasks for the Taiwanese Bank Expatriate Managers in China...................53
Table 3.7  Integrate Concepts According to Research Topics:The Selection Criteria for Taiwanese Bank Expatriate Managers in China...................54
Table 3.8  Integrate Concepts According to Research Topics:The Knowledge for Taiwanese Bank Expatriate Managers in China..............................54
Table 3.9  Integrate Concepts According to Research Topics:The Skills and Personality Attributes for Taiwanese Bank Expatriate Managers in China....55
Table 3.10 Integrate Concepts According to Research Topics:The Content of Training Programs Provided for the Taiwanese Bank Expatriate Managers in  China..........................................56
Table 4.1  Comparison of Training Programs of Different Case Companies................................110
Table 5.1  The Roles and Tasks for the Taiwanese Bank Expatriate Managers Assigned to China.............................128
Table 5.2  The Selection Criteria for the Taiwanese Bank Expatriate managers Assigned to China.........131
Table 5.3  The Knowledge for the Taiwanese Bank Expatriate Managers Assigned to China....................135
Table 5.4  The Skills for the Taiwanese Bank Expatriate Managers Assigned to China....................137
Table 5.5  The Personality Attributes for the Taiwanese Bank Expatriate Managers Assigned to China....138
Table 5.6  The Pre-departure Training Programs Provided for the Taiwanese Bank Expatriate Managers Assigned to China......................................144
Table 5.7  The On the Job Training Programs Provided for the Taiwanese Bank Expatriate Managers Assigned to China......................................148

                     LIST OF FIGURES
Figure 2.1 Causal flow model..............................15
Figure 2.2 Iceberg model..................................16
Figure 2.3 Success profileFigure..........................18
Figure 2.4 Classic competency study design................20
Figure 2.5 Expert panel’s competency development procedures.....................................22
Figure 3.1 Research framework.............................34
Figure 3.2 Multiple case study method.....................35
Figure 3.3 Research procedures............................59
Figure 5.1 The roles for Taiwanese bank expatriate managers assigned to China.............................129
Figure 5.2 The selection criteria of Taiwanese bank  expatriate managers assigned to China.........133
Figure 5.3 The competencies for expatriate managers assigned to China.............................140
                                

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