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Ping An Insurance Group · 宁波市

# 私人财富顾问

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted June 12, 2024. 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=7B5B067F56F644DAA88C3AA22138A6B7)

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

## Job description

岗位职责
- 负责开拓维护私行及财富客群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度；
- 经营私行及财富客户，不断挖掘和满足客户需求，为其提供个性化的投资建议、财富分析和规划、保障传承分析和规划，促进客户在我行资产提升；
- 积极配合和参与私行团队管理，避免业务冲突，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，提升客户满意度并积极处理客户投诉；
- 完成上级领导交办的其他工作。 任职资格 1、本科及以上学历； 2、2年及以上金融行业相关岗位工作经验，具备私行理财经理、保险营销、高端客户营销工作经历者优先； 3、熟悉银行产品、保险相关理论和保障类工具，擅长保障类规划，具有较强的服务营销能力和商业敏感性；持有AFP/CFP理财专业证书、国际保险专业证照优先，曾获得COT/TOT/MDRT/IDA荣誉优先； 4.良好的纪律及风控合规意识，过往无违法违规违纪等不良情形。

## At a glance
- Posted by the employer: Jun 12, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=7B5B067F56F644DAA88C3AA22138A6B7)

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