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Ping An Insurance Group · 天津市

# 天津分行私行金融顾问

天津市 

Listed on Ping An Insurance Group’s official careers site. Posted November 5, 2024. 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=7223980D9EE0431EB44BF1A3AC2D4DA4)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 天津分行私行金融顾问

## Job description

岗位职责
- 承接和维护分行私行客户，维护高净值客户群，保持客户资产规模及取得增长，增加营收，提高客户忠诚度；
- 以客户为中心，不断挖掘和满足客户需求，为客户提供个性化的投资建议、做好财务状况评估、财富分析和规划，实现客户财富的保值增值；
- 积极配合和参与私行团队管理，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，确保团队有品质的持续经营，提升客户满意度并积极处理客户投诉。 任职资格
- 本科及以上学历，双证齐全；3年及以上金融从业经验，具备私行客户经理、保险营销、高净值客户市场开拓及营销能力者优先；
- 持有 AFP 、 CFP 等理财专业证照者优先；
- 有服务意识和销售特质、责任心强、抗压力强，职业操守良好，风险合规意识强；
- 无严重违规违纪及不良从业记录。

## At a glance
- Posted by the employer: Nov 5, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 天津市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=7223980D9EE0431EB44BF1A3AC2D4DA4)

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### [个人业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/35e818c82a2eaeca8b8c/)

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### [个人客户渠道经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/74181e90e814b5d5e7f3/)

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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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