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Ping An Insurance Group · 杭州市

# 杭州分行贵宾理财经理

杭州市 

Listed on Ping An Insurance Group’s official careers site. Posted September 18, 2023. 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=E8859F0772FF4DA0835FFCFB65962322)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 杭州分行贵宾理财经理

## Job description

岗位职责
- 承接和维护支行分层经营的移交客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度，贵宾理财经理应定期将钻石及以上客户移交给私行金融顾问经营；
- 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；
- 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。

### 工作地

杭州、嘉兴、台州、义乌、绍兴、湖州 任职资格
- 本科及以上学历；
- 金融/销售/客服从业经验 3年及以上，服务营销能力强，有财富理财经验者优先；
- 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； 4.、亲和力强、有服务意意识和销售特质、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: Sep 18, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 杭州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=E8859F0772FF4DA0835FFCFB65962322)

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### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/8042bf9ccc6e39138222/)

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

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