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Ping An Insurance Group · 泰州市

# 财富管理顾问

泰州市 

Listed on Ping An Insurance Group’s official careers site. Posted July 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=1D57C8C1173244C48889D4C7478A399D)

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

## Job description

岗位职责
- 业务推动与目标达成 负责将总行的银管策略、产品策略在对接的理财经理范围内宣导和落地执行；协助私行财富部在责任区域内追踪业管指标、识别业务短板，指定针对性的改进计划并推动执行，确保区域业绩达标。

### 实地辅导与带教 协同拜访客户，解答客户异议处理；诊断辅导
- 运用教练技术，帮助对接的理财经理发现问题，通过示范、角色扮演等进行辅导，提升实战技能。

### 培训实施与知识传递 课程转训
- 承接总行培训，再对接责任区域内的转培训，确保理财经理准确理解；主题沙龙：针对承接的理财经理的共性客户、优秀案例，组织客户沙龙、小型分享，促进客群经营及萃取经验

### 工具应用与标准化建设 熟练掌握各种内部作业工具；数据化运营
- 利用数据、分析、总结，为业务提供决策依据，同时监控训后行为。 任职资格
- 大学本科及以上学历，金融相关专业优先。
- 两年以上金融从业经验，熟悉金融产品，有产品推动相关经验，具备专业的财富管理专业能力，有CFA、FRM、CFP/AFP等金融类专业证书者优先。
- 具备较好的数据分析能力和沟通协调能力，出色的沟通表达、较强的抗压能力，及培训赋能他人的能力。
- 目标感强，具备较强抗压能力，有恒心、韧劲强，遵纪守法，合规意识强。

## At a glance
- Posted by the employer: Jul 15, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 97 days
- Location: 泰州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=1D57C8C1173244C48889D4C7478A399D)

## More jobs at Ping An Insurance Group

### [个人产品支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7dd91afeab0ecfd9ec0c/)

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### [个贷客户经理（房产抵押方向）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/9d43b3cd0617aba98d12/)

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### [人伤查勘岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/64007ca05e2b6161dd12/)

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### [兴化支行（筹）厅堂主管](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d3007f82b46a42b187f1/)

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

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