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Ping An Insurance Group · 南宁市

# 财富团队长

南宁市 

Listed on Ping An Insurance Group’s official careers site. Posted August 26, 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=75A6C7C56A8E492FAC274F8466588A1E)

[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
- 管理厅堂财富指标；
- 建立和维护客户群体，分析挖掘客户需求；
- 根据客户需求，为客户提供理财咨询、投资建议、财务分析和规划等全方位的理财服务，做好客户的风险偏好、财务状况评估工作；
- 通过各类营销推广活动开发新客户。 任职资格 1、本科及以上学历； 2、具备复杂产品销售经验和资产配置专业能力，持有基金资格证、AFP、CFP等证书优先； 3、3-5年相关工作经验，销售经验丰富，具备优秀的管理统筹能力，抗压能力强。

## At a glance
- Posted by the employer: Aug 26, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 55 days
- Location: 南宁市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=75A6C7C56A8E492FAC274F8466588A1E)

## More jobs at Ping An Insurance Group

### [【南区】市场拓展/BD（南宁）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/a876ed69d2235b30bcb5/)

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### [【南宁】农险业务管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/9221c5162184ea57a673/)

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### [【广西内荐】后线D类、前线S类](https://jobs.opennash.com/companies/ping-an-insurance/jobs/2cc44e8e3cf72e5b47ac/)

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### [【广西各地市】农险产品岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/990ab2a4d2aaaf1fdac9/)

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### [【广西各地市】农险客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b24b41e7a398c3130c8e/)

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

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