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Ping An Insurance Group · 西安市

# 西安分行私行财富客户经理

西安市 

Listed on Ping An Insurance Group’s official careers site. Posted June 22, 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=7496F710250B46DC9DFE4A57C06A9A47)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 西安分行私行财富客户经理

## Job description

岗位职责
- 承接和维护支行分层经营的客户，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理财方案，实现客户财富的保值增值。
- 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。 任职资格
- 学历:本科及以上学历。
- 经验:金融从业经验3年及以上，服务营销能力强，有财富理财经验者优先。
- 专业能力:熟悉银行产品，服务营销能力强，要求持有基金、保险销售资格，另持有AFP、CFP等理财专业证照者优先。
- 素质要求:亲和力强、有服务意识和销售特质、责任心强、积极认真，抗压力强、沟通有说服力、纪律及合规意识强。

## At a glance
- Posted by the employer: Jun 22, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 120 days
- Location: 西安市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=7496F710250B46DC9DFE4A57C06A9A47)

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

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