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Ping An Insurance Group · 成都市

# 成都分行私行财富客户经理-私行

成都市 

Listed on Ping An Insurance Group’s official careers site. Posted October 30, 2025. 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=7EA0E5C99F56450BAD524BD2F3826156)

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

## Job description

岗位职责
- 承接维护分行私行客户，建立和维护高净值客户群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度;
- 增加私钻客户，促进潜力客户升级;
- 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、财富分析和规划，做好客户的风险偏好、财务状况评估，向客户推荐合适的产品;
- 全方面满足客户需求，以资产配置方式，通过精准KYC向客户推荐合适的产品，促进客户在我行资产提升;
- 积极配合和参与私行团队管理，避免业务冲突,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

### 学历
- 本科及以上学历，双证齐全，经济、金融、财会、营销类专业优先考虑;

### 经验
- 从事理财投资、理财经理3年以上工作经验，有私行理财经验者优先;

### 专业能力
- 熟悉银行产品，服务营销能力强，持有 AFP、 CFP 等理财专业证照者优先;

### 素质要求
- 追求卓越，具有商业敏感性，沟通协调能力和抗压能力强，遵纪守法、纪律及合规意识强。

## At a glance
- Posted by the employer: Oct 30, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 355 days
- Location: 成都市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=7EA0E5C99F56450BAD524BD2F3826156)

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