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Ping An Insurance Group · 惠州市

# 私行财富客户经理

惠州市 

Listed on Ping An Insurance Group’s official careers site. Posted May 11, 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=9346709936784838A9C39AEE84E6BF39)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行财富客户经理

## Job description

岗位职责
- 承接和维护支行分层经营客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度；
- 通过MGM和自拓增加财富客户，促进潜力客户升级；不断挖掘和满足客户需求，为客户提供个性化的投资建议和理财方案，实现客户财富的保值增值；全方面满足客户需求，开展交叉销售，以资产配置方式向客户销售银行和集团各子公司金融产品，促进客户升级；
- 积极配合和参与财富团队管理，提供合理化建议，保持积极向上的团队氛围；
- 贯彻合规及风控制度要求，确保业务品质及合规。 任职资格 1. 本科及以上学历； 2. 2年及以上银行工作经验，熟悉财富管理、金融业务拓展； 3. 具备基金从业资格证；有AFP、CFP等相关理财从业资格证者优先； 4. 抗压能力强，有较强的沟通协调能力； 5. 遵纪守法、合规意识强，无违法记录或行业不良记录。

## At a glance
- Posted by the employer: May 11, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 162 days
- Location: 惠州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9346709936784838A9C39AEE84E6BF39)

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### [业务分部经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/557ac1bcb5e91fdc3798/)

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### [个贷经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/5baa77e5d3ccd7a28c72/)

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### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0947f0d1d89602f4f736/)

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

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