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Ping An Insurance Group · 三亚市

# 私人财富团队总经理

三亚市 

Listed on Ping An Insurance Group’s official careers site. Posted September 2, 2022. 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=916D814B49FB4429821C4521136E1E23)

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

## Job description

岗位职责
- 做好私行业务团队管理，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；
- 负责队伍组建和管理，通过有效的日常活动量管理与针对性的辅导训练，提升队伍成员技能与产能；
- 组织团队成员开拓、维护和管理客户及潜在客户关系，陪同拜访客户，挖掘客户的潜在财富及保障规划需求，提供全方面的资产配置服务；
- 基于保障及投资理财类产品的政策与需求变化，制定私行团队的发展规划及推动计划，完成年度业务目标；
- 贯彻总行客户分层经营业务模式，对团队che的客户经营关系做好日常分配和结构调整，提高效率；
- 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 1、本科及以上学历经验； 2、3年及以上金融行业营销经验，1年及以上团队管理经验，过往业绩表现优秀，有大型企业销售团队管理经验优先； 3、具有丰富的营销管理经验，熟悉保险产品，服务营销能力强，具有商业敏感性、沟通协调能力强，过往业绩表现优秀；持有AFP/CFP理财专业证书、国际保险专业证照优先，曾获得TOT/COT/MDRT/IDA荣誉优先； 4、认同公司文化，积极进取，优秀的沟通影响和团队管理能力；无不良从业经验，责任心强和合规意识强。

## At a glance
- Posted by the employer: Sep 2, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 三亚市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=916D814B49FB4429821C4521136E1E23)

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### [三亚中支车物查勘定损岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4bce2c2902696901e1fa/)

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### [三亚中支车险部产品支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cbf9f4983b5a5f824ef5/)

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### [三亚团体业务部客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/483295dd729b09926291/)

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### [三亚社区金融服务区域主任](https://jobs.opennash.com/companies/ping-an-insurance/jobs/31bc1d38ba3e8573ab3b/)

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### [三级机构总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d43aded2cd75bca138d9/)

三亚市

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

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