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Ping An Insurance Group · 济南市

# 平安银行私行团队长

济南市 

Listed on Ping An Insurance Group’s official careers site. Posted April 13, 2023. 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=488D9230D51243168A582F1421EDE5C2)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 平安银行私行团队长

## Job description

岗位职责 1．协助私行总或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； 2．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； 3．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； 4．对团队成员的客户经营关系做好日常分配和结构调整，提高效率、确保公平； 5．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。 任职资格 1、本科及以上学历，具有3年以上金融相关从业经验，1年以上团队管理经验，具备保险资质、高端客户营销工作等工作经历者优先；2、具备较强的服务营销能力及商业敏感度，认同公司文化；3、具备良好的市场开拓能力和社会资源，无不良从业记录；6、具备基金从业资格证或持有AFP、CFP等理财专业资质者优先。

## At a glance
- Posted by the employer: Apr 13, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 济南市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=488D9230D51243168A582F1421EDE5C2)

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

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