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Ping An Insurance Group · 海口市

# 私人财富顾问（网点孵化）

海口市 

Listed on Ping An Insurance Group’s official careers site. Posted November 7, 2022. 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=290FD0F5CB524AF69A33D343173DFA48)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私人财富顾问（网点孵化）

## Job description

岗位职责
- 积极做好到店客户的网点基础运营服务、参与厅堂服务工作，负责厅堂FB业务受理、营销支持、厅堂服务、业务分流等各项业务；为支行管理提供合理化建议，提升支行各项业务品质；
- 负责开拓和维护支行网点客户，协助组织支行现场客户活动及场外拓展客户活动，积极获客；重点经营准财及以上客户，不断挖掘客户需求，为客户提供投资理财建议，完成各类产品销售，不断提升客户在我行的总资产，促进客户升级；
- 积极参加运营/服务/销售等培训及考试，提高业务素质和业务处理综合能力；
- 贯彻合规及风控制度要求，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； 2、1年及以上金融或其它行业销售/专业服务经验，有金融营销、高客营销经验者优先； 3、 熟悉银行产品和保险产品，具有较强的服务营销能力； 4 、积极进取，目标导向，责任心强；团队合作、沟通协调、纪律及合规意识强 5 、持有基金/AFP/CFP/EFP/RFP/CFA等理财专业证书、国际保险专业证照优先；获得COT/TOT/MDRT/IDA荣誉者优先。

## At a glance
- Posted by the employer: Nov 7, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 海口市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=290FD0F5CB524AF69A33D343173DFA48)

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### [IT管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/defa28f5fd486e49cfb1/)

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### [一体化理赔作业岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/55fd79383bd08015bac1/)

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### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/22f1fcb1f677e2ba9fb9/)

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