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Ping An Insurance Group · 济南市

# 私行一中心私行财富客户经理

济南市 

Listed on Ping An Insurance Group’s official careers site. Posted December 11, 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=7C9418D1EABC46B9A8736F23841093BE)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行一中心私行财富客户经理

## 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，确保客户资产规模取得增长，提高客户忠诚度；
- 通过MGM和自拓增加私行客户，促进潜力客户升级；
- 对接和支持寿险家族传承办公室会员，为会员推荐的高净值客户提供全方位的银行服务；
- 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、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；
- 贯彻合规及风控制度要求，确保有品质的持续经营，协调处理客户投诉。 任职资格 1、本科及以上学历； 2、2年以上金融相关工作经验； 3、熟悉全球资本市场和投资产品，了解证券、基金、理财、保险产品，具有资产配置与财富管理理念和相应技能； 4、具有较强的执行力、沟通协调和团队合作能力、良好的职业操守、优秀的个人形象，卓越的表达能力，风险合规意识强，无违法违纪行为； 5、具有基金从业资格或持有AFP、CFP等理财专业证照者优先。

## At a glance
- Posted by the employer: Dec 11, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 313 days
- Location: 济南市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=7C9418D1EABC46B9A8736F23841093BE)

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

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