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Ping An Insurance Group · 广州市

# 广州分行财富管理顾问

广州市 

Listed on Ping An Insurance Group’s official careers site. Posted August 14, 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=6A63378D638A401896AEDEB0D4B7241D)

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

## 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及产品策略在对接的理财经理范围内进行宣导和落地执行，推动相关业务指标的达成；

### 实地辅导与技能提升
- 协同拜访客户，协助解答客户异议；帮助对接的理财经理发现业务中的问题，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
- 承接总行培训内容，在对接责任区域内组织转培训，确保理财经理准确理解与掌握；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
- 熟练掌握各类内部作业工具，能够运用数据进行业务分析与总结，为业务决策提供依据；同时跟踪训后行为，推动标准化落地。 任职资格

### 学历要求
- 本科及以上学历，金融相关专业优先；

### 工作经验
- 具备两年以上金融从业经验，熟悉金融产品，有产品推动和财富管理相关工作经验者优先。持有CFA、FRM、CFP/AFP等金融类专业证书者优先；

### 专业能力
- 具备良好的数据分析能力与沟通协调能力，能够清晰、高效地进行表达，并具备培训赋能他人的能力；

### 素质要求
- 具备较强的目标感，工作持之以恒、坚韧踏实，具有良好的合规风控意识，无不良从业纪录。

## At a glance
- Posted by the employer: Aug 14, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 67 days
- Location: 广州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=6A63378D638A401896AEDEB0D4B7241D)

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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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