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Ping An Insurance Group · 三亚市

# 私行金融顾问

三亚市 

Listed on Ping An Insurance Group’s official careers site. Posted May 10, 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=9EE3DB30F7974E12A8D405EB0F1E173F)

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

## Job description

岗位职责
- 承接维护客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度；
- 通过MGM和自拓增加财富客户，促进潜力客户升级；
- 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和银保方案；
- 全方面满足客户需求，开展交叉销售，以资产配置方式向客户销售银行和集团各子公司银保/金融产品，促进客户升级；
- 积极配合和参与分行管理，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，确保业务品质及合规。 任职资格 1、.本科及以上学历，金融类相关专业优先； 2、追求卓越、具有商业敏感性、沟通协调能力强，合规意识强； 3、2-3年以上同业理财经理或保险公司、保险经纪公司优秀个人代理人、银保渠道专员等岗位者优先； 4、有优质客户资源。

## At a glance
- Posted by the employer: May 10, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 三亚市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9EE3DB30F7974E12A8D405EB0F1E173F)

## More jobs at Ping An Insurance Group

### [三亚中支车物查勘定损岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4bce2c2902696901e1fa/)

三亚市

### [三亚中支车险部产品支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cbf9f4983b5a5f824ef5/)

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### [三亚团体业务部客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/483295dd729b09926291/)

三亚市

### [三亚社区金融服务区域主任](https://jobs.opennash.com/companies/ping-an-insurance/jobs/31bc1d38ba3e8573ab3b/)

三亚市

### [三级机构总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d43aded2cd75bca138d9/)

三亚市

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.

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