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Ping An Insurance Group · 佛山市

# 平安银行佛山分行产品顾问

佛山市 

Listed on Ping An Insurance Group’s official careers site. Posted February 10, 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=BEF11B62DA7643E0AC795D349CC21360)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 平安银行佛山分行产品顾问

## Job description

岗位职责 1．负责银行理财、公私募等产品推动，根据总行产品推动节奏及要求，并结合分行实际利润及销售指标要求，做好产品的组合、包装、落地推广、推动，实现产品销售，提升资产规模。 2．推动队伍从单一产品销售向从客户视角出发的资产配置转型，发挥产品顾问“专科医生”、投资顾问“全科医生”联动效能，推动私财客户产品渗透率、财富健康度提升。 3．配合总行及片区、对所属机构相关产品进行培训、督导及推动。 任职资格 1．大学本科及以上学历，金融相关专业优先。 2．两年以上金融从业经验，熟悉金融产品，有产品推动相关经验，具备专业的财富管理专业能力，有CFA、FRM、CFP/AFP等金融类专业证书者优先。 3．具备较好的数据分析能力和沟通协调能力。 4．目标感强，有恒心、韧劲强，遵纪守法，合规意识强。

## At a glance
- Posted by the employer: Feb 10, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 佛山市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=BEF11B62DA7643E0AC795D349CC21360)

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### [SA-智慧语音](https://jobs.opennash.com/companies/ping-an-insurance/jobs/5ab1336bdbb9c8f0c337/)

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### [业务推动岗（综合金融）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/15b9ca7e75735b161fe4/)

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### [业务支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/492051d15c8c6daebb4d/)

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### [个贷客户经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d687578b271d947c40cf/)

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### [个贷支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e139a24e5aba9f27aa67/)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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