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Ping An Insurance Group · 宁波市

# 私行团队长

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted October 22, 2025. Check that it is still open and apply there.
[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=14B2D28F327C49148817567BFB3E8346)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行团队长

## Job description

岗位职责
- 协助私行总开展私行顾问团队管理，结合业务团队的特点，分解和制定达成团队业务目标的具体工作计划；
- 通过有效的日常活动量管理与针对性的辅导训练，提升团队成员技能和产能；
- 组织团队成员建立、维护和管理所属客户及潜在客户关系，陪同拜访客户、协助维护大客户，提供高水平的服务；
- 对团队成员的客户经营关系做好日常分配和结构调整，提高效率、确保公平；
- 开拓及维护私钻及以上客户；
- 贯彻合规及风控制度要求、确保团队有品质的持续经营，协调处理客户投诉。 任职资格

### 学历
- 本科及以上学历；

### 经验
- 理财经理从业经验5年及以上，管理经验2年以上，过往业绩良好；

### 专业能力
- 熟悉全球资本市场和投资产品，了解证券、基金、理财、保险产品，具有资产配置与财富管理理念和相应技能；

### 素质要求
- 具有较强的执行力，沟通协调和团队合作能力，良好的职业操守、优秀的个人形象，卓越的表达能力，风险合规意识强，无违法违纪行为；
- 具有基金从业资格或持有AFP、CFP等理财专业证照者优先。

## At a glance
- Posted by the employer: Oct 22, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 363 days
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=14B2D28F327C49148817567BFB3E8346)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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