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Ping An Insurance Group · 武汉市

# 武汉分行私行金融顾问

武汉市 

Listed on Ping An Insurance Group’s official careers site. Posted December 24, 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=1E91F8C26C4A42D0BEA7490DB02DCD46)

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

## Job description

岗位职责
- 承接维护分行私行客户,建立和维护高净值客户群,保持客户资产规模及取得增长,增加营收、提高客户忠诚度；
- 增加私钻客户,促进潜力客户升级;
- 以客户为中心,不断挖掘和满客户需求,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；
- 积极配合和参与私行团队管理,避免业务冲突,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
- 本科及以上学历，双证齐全，经济、金融、财会、营销类专业优先考虑；
- 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: Dec 24, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 300 days
- Location: 武汉市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=1E91F8C26C4A42D0BEA7490DB02DCD46)

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

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