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Ping An Insurance Group · 长沙市

# 私行财富部产品顾问岗位

长沙市 

Listed on Ping An Insurance Group’s official careers site. Posted July 11, 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=9B55DD90709348D0BEA794AB55DADFE3)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行财富部产品顾问岗位

## Job description

岗位职责
- 负责本行理财、存款、基金等财富产品推动，根据产品推动节奏及要求，实现业务目标；
- 以客户为中心，做好持仓产品的售后陪伴服务工作。发挥产品顾问“专科医生”、投资顾问“全科医生”联动效能，推动队伍从单一产品销售向从客户视角出发的资产配置转型，推动私财客户产品渗透率、财富健康度提升。
- 根据客户、队伍的特点，运用数字化手段和商机、企微等平台工具，推动销售队伍不断提升持仓客户数、开单率。 任职资格
- 大学本科及以上学历，金融相关专业优先。
- 五年以上金融从业经验，熟悉金融产品，有产品推动相关经验，具备专业的财富管理专业能力，有CFA、FRM、CFP/AFP等金融类专业证书者优先。
- 具备较好的数据分析能力和沟通协调能力。
- 目标感强，有恒心、韧劲强，遵纪守法，合规意识强。
- 需具备一线理财经理经验。

## At a glance
- Posted by the employer: Jul 11, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 长沙市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9B55DD90709348D0BEA794AB55DADFE3)

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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.

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