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Ping An Insurance Group · 佛山市

# 财富团队长

佛山市 

Listed on Ping An Insurance Group’s official careers site. Posted September 21, 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=3C25761D0FC94F278135651F8FB55431)

[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
- 协助支行长做好业务团队管理，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。
- 通过有效的日常活动量管理与针对性的辅导训练，提升团队成员技能和产能。
- 组织团队成员建立、维护和管理所属客户及潜在客户关系，陪同拜访客户，协助维护大客户，提供高水平的服务。
- 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。
- 领导交办的其他工作。 任职资格
- 本科及以上学历；金融业营销经验5年及以上，过往业绩表现良好，有管理经验者优先。
- 具有良好的规划策划、分析并解决问题能力；良好的沟通协作、担当精神，抗压耐力，善于管理团队，工作细致。

### 专业能力
- 在销售管理、营销领域具有丰富经验，了解熟悉各类型产品；有一线销售经验，服务营销能力强，持有AFP、CFP等理财专业证照者优先；
- 职业操守良好，风险合规意识强，无违法、违规及不良从业记录。

## At a glance
- Posted by the employer: Sep 21, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 29 days
- Location: 佛山市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=3C25761D0FC94F278135651F8FB55431)

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

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