[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Ping An Insurance Group jobs](https://jobs.opennash.com/companies/ping-an-insurance/) · [Search jobs](/search/)

Ping An Insurance Group · 合肥市

# 合肥分行私人财富团队总经理

合肥市 

Listed on Ping An Insurance Group’s official careers site. Posted July 11, 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=546F4A9EF4A2445DA297CF4E9CF5EF54)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 合肥分行私人财富团队总经理

## Job description

岗位职责 协助私行中心总做好业务团队管理，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； 负责队伍组建和管理，通过有效的日常活动量管理与针对性的辅导训练，提升队伍成员技能和产能； 组织团队成员开拓、维护和管理所属客户及潜在客户关系，陪同拜访客户，挖掘客户的潜在财富及保障规划需求，提供全方位的资产配置服务； 基于保障及投资理财类产品的政策与需求变化，制定私行团队的发展规划及推动计划，完成年度业务目标； 贯彻总行客户分层经营业务模式，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； 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 学历

本科及以上学历 经验：3年及以上金融行业营销经验，1年及以上团队管理经验，过往业绩表现优秀，有大型企业销售团队管理经验优先 专业能力：具有丰富的营销管理经验，熟悉营销流程、银行产品和保险产品；优秀的系统思维和商业敏感性，具有较强的营销规划能力，持有AFP/CFP理财专业证书、国际保险专业证照优先，曾获得COT/TOT/MDRT/IDA荣誉优先 素质要求：认同公司文化，积极进取，结果导向，抗压力强，优秀的沟通影响和团队管理能力；无不良从业记录，责任心和合规意识强。

## At a glance
- Posted by the employer: Jul 11, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 合肥市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=546F4A9EF4A2445DA297CF4E9CF5EF54)

## More jobs at Ping An Insurance Group

### [26517T合肥检测-中医医师](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d1b623ff62b52039d5c6/)

合肥市

### [IT维护工程师](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6f2c673261ea415add97/)

合肥市

### [java工程师](https://jobs.opennash.com/companies/ping-an-insurance/jobs/13aac0c53e0060571cc5/)

合肥市

### [专家投顾](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6fb7ee3f213e966816d5/)

合肥市

### [业务分析岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/21288e256594b9b64d82/)

合肥市

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)