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Ping An Insurance Group · 郑州市

# 财富团队长

郑州市 

Listed on Ping An Insurance Group’s official careers site. Posted February 3, 2026. 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=AA8F05E272854009A3B39243C55FB64E)

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

## Job description

岗位职责
- 协助经营机构负责人做好业务团队管理，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；
- 完成上级交办的其它工作内容。 任职资格
- 本科及以上学历,学士及以上学位。
- 有5-10年财富管理经验，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。
- 积极进取、抗压力强、系统思维、目标导向、沟通影响力，具备较好的激励、培养和领导能力。
- 纪律及合规意识强，无重大违法违规行为或行业不良记录，符合我行亲属回避原则。

## At a glance
- Posted by the employer: Feb 3, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 259 days
- Location: 郑州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=AA8F05E272854009A3B39243C55FB64E)

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

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