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Ping An Insurance Group · 义乌市

# 义乌分行私行/财富团队长

义乌市 

Listed on Ping An Insurance Group’s official careers site. Posted January 19, 2023. 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=EAB2853C30A144EE93E6BE3644A4BF73)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 义乌分行私行/财富团队长

## Job description

岗位职责
- 协助私行中心总或支行长做好业务团队管理，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；
- 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
- 金融业营销经验5年以上，管理经验2年以上，过往业绩表现良好；

### 专业能力
- 熟悉营销流程和银行产品，有一线销售经验，服务营销能力强，持有AFP、CFP 等理财专业证照者优先；

## At a glance
- Posted by the employer: Jan 19, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 义乌市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=EAB2853C30A144EE93E6BE3644A4BF73)

## More jobs at Ping An Insurance Group

### [义乌分行个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0cd6fe5063c8bd0d5eaa/)

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### [义乌分行个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7ab3beee3fc8f875ddd8/)

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### [义乌分行公司业务团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/ecbd4636ebb3c0654896/)

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### [义乌分行公司金融业务部总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6e637cc9a9d9991c3d30/)

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### [义乌分行厅堂主管](https://jobs.opennash.com/companies/ping-an-insurance/jobs/883524b50794b0beeef0/)

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

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