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Ping An Insurance Group · 济南市

# 平安银行私行金融顾问

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=9F77965F10AE4E36AFA53A24278FFEEE)

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

## Job description

岗位职责 1．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； 2．通过MGM和自拓增加私行客户，促进潜力客户升级； 3．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； 4．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； 5．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； 6．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 1、本科及以上学历，具有2年以上金融相关从业经验，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；5、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=9F77965F10AE4E36AFA53A24278FFEEE)

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

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