財富管理業務是金融業競爭的利基，如何培育優質的財富管理團隊，提升對公司獲利的貢獻，將是銀行管理重要課題。本研究主要探討財富管理團隊中，主管領導風格與理財專員人格特質的配適，如何影響工作績效，並以國內某財富管理銀行為例。本文以半結構式訪談方式，收集資料進行研究問題之驗證，並將領導者風格分為轉換型領導與交易型領導，人格特質則以五大人格特質分類法進行分類。研究結果發現，主管的領導風格與理財專員之人格特質均會影響工作績效，但不同領導風格，配適不同人格特質的理財專員，會有不同的績效表現。例如轉換型領導者配適「親和型」人格特質的理財專員，對工作績效會產生顯著的正向影響，但當此領導者配適「情緒穩定型」人格特質的理財專員時，則對績效無顯著的影響。顯示銀行在財富管理團隊選任人才時，需考量主管與員工間領導風格與人格特質之配適，才能提升管理效率與工作績效。

This study investigates the effects of leadership style of the supervisors and personality traits of financial advisor on the job performance of the latter. This research adopts semi-structured interviews with relevant personal from a local financial management bank to obtain data. We then test these hypotheses set out previously from this research. The empirical results show that different leadership style and personality traits have statistically significant impact on the job performance of financial advisor. Furthermore, when a supervisor with transformational leadership team up with a subordinate with agreeableness has statistically significant positive impact on the job performance of financial advisor, but a subordinate is of stabile emotion, then the team would have little effect on job performance of financial advisor. Our results indicate that the compatibility between the leadership style of supervisors and personality traits of financial advisor has important effect on job performance of financial management team.