[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 · 天津市

# 私行财富客户经理（私行顾问）

天津市 

Listed on Ping An Insurance Group’s official careers site. Posted January 19, 2026. 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=01B7D2A12AF546AF823393B727B7E42B)

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

## Job description

岗位职责
- 承接和维护分行私行客户，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。
- 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、做好财务状况评估，财富分析和规划，实现客户财富的保值增值。
- 积极配合和参与私行团队管理，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
- 本科及以上学历；3年及以上金融从业经验，具备私行客户经理、保险营销、高净值客户市场开拓及营销能力者优先。
- 持有 AFP 、 CFP 等理财专业证照者优先。
- 有服务意识和销售特质、责任心强、抗压力强，职业操守良好，风险合规意识强。
- 无严重违规违纪及不良从业记录。

## At a glance
- Posted by the employer: Jan 19, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 274 days
- Location: 天津市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=01B7D2A12AF546AF823393B727B7E42B)

## More jobs at Ping An Insurance Group

### [05713H-财富专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/3afb71eb3cb5a2c4e228/)

天津市

### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/614c53711f57ed873a06/)

天津市

### [个人业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/35e818c82a2eaeca8b8c/)

天津市

### [个人业务推动岗(医健方向)](https://jobs.opennash.com/companies/ping-an-insurance/jobs/9e0dd30b64e25aaa24cf/)

天津市

### [个人客户渠道经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/74181e90e814b5d5e7f3/)

天津市

## Similar jobs at other companies

### [私行顾问（企业方向）-天津分公司](https://jobs.opennash.com/companies/huatai-securities/jobs/484bf785e6ce8922287b/)

Huatai Securities · 天津市

### [私行顾问（高客方向）-天津分公司](https://jobs.opennash.com/companies/huatai-securities/jobs/18dc232d77dc3d4eab59/)

Huatai Securities · 天津市

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/)