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Ping An Insurance Group · 大连市

# 零售产品顾问

大连市 

Listed on Ping An Insurance Group’s official careers site. Posted October 15, 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=4D08C398F10A4A9D97ACD112BAAECFED)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 零售产品顾问

## Job description

岗位职责

### 业务推动
- 负责总分行银管、产品策略的宣导和落地执行，追踪指标，识别短板，制定针对性的改进计划达成目标。

### 赋能经营
- 协同财富客户经理拜访客户、组织沙龙，协助客户异议处理；通过数据分析，为业务提供决策依据。

### 培训辅导
- 通过示范、角色扮演等方式对财富客户经理进行辅导培训，提升其专业素质和营销能力。 任职资格
- 本科及以上学历，3年以上相关工作经验。
- 具备专业的财富管理专业能力，有产品推动相关经验，持有CFA/CFP/AFP等专业证书者优先。
- 具备较强的数据分析、策略输出和沟通协调能力，善于通过培训赋能队伍。
- 合规意识强，无重大违规记录。

## At a glance
- Posted by the employer: Oct 15, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 5 days
- Location: 大连市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=4D08C398F10A4A9D97ACD112BAAECFED)

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### [企业年金基金业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7b426e26a6a3e9b54f6f/)

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### [公司业务客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7aadd91069778191482b/)

大连市

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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