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Ping An Insurance Group · 柳州市

# 柳州分行贵宾理财经理

柳州市 

Listed on Ping An Insurance Group’s official careers site. Posted August 26, 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=952602ADA97E40B181D87234CE95D5C4)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 柳州分行贵宾理财经理

## Job description

岗位职责
- 承接维护分行财富客户，保持客户资产规模及取得增长，增加营收、提高客户忠诚度；
- 增加私财客户，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、财富分析和规划，做好客户的风险偏好、财务状况评估，向客户推荐合适的产品；
- 积极配合和参与财富团队管理，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，确保业务品质及合规服务。 任职资格 1、本科及以上学历，经济、金融、会计、市场营销等相关专业毕业； 2、3年以上理财投资、理财经理工作经验，有私行理财经验者优先； 3、熟悉银行产品，服务营销能力强，持有AFP、CFP等理财专业证照者优先； 4、追求卓越、具有商业敏感性、沟通协调能力强、纪律及合规意识强； 5、职业操守良好，风险意识强，无违法违纪行为。

## At a glance
- Posted by the employer: Aug 26, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 55 days
- Location: 柳州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=952602ADA97E40B181D87234CE95D5C4)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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