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Ping An Insurance Group · 宁波市

# 私行金融顾问

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted October 22, 2025. 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=3669ABCF967E40C9BD6253A5FBE73D4C)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行金融顾问

## Job description

岗位职责
- 开拓、承接及维护私行私钻客户，协助支行共同维护私钻客户。
- 以客户为中心，提供客户需求，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；
- 全方面满足客户需求，以资产配置方式，通过精准KYC向客户推荐合适的产品，促进客户在我行资产提升；
- 贯彻合规及风控制度要求，确保团队有品质的持续经营，提升客户满意度并积极处理客户投诉。 任职资格

### 学历
- 本科及以上学历；

### 经验
- 从事理财投资、理财经理5年以上工作经验，有私行理财经验者优先;

### 专业能力
- 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；

### 素质要求
- 追求卓越、具有商业敏感性、沟通协调能力强，遵纪守法、纪律及合规意识强。

## At a glance
- Posted by the employer: Oct 22, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 363 days
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=3669ABCF967E40C9BD6253A5FBE73D4C)

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### [IT技术支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d53ac94d2799b13bae04/)

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### [业务管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b13dd46f6973bb4b2c41/)

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### [个贷业务团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/14095dfa4b6d508b16a8/)

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### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d94300285409bac95cfa/)

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### [个贷客户经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4059fb3515a2687f5b74/)

宁波市

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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