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Ping An Insurance Group · 南通市

# 私行金融顾问

南通市 

Listed on Ping An Insurance Group’s official careers site. Posted April 12, 2024. 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=3B4BF6C71C444B1AB7EBC04C29D1D8A4)

[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
- 负责开拓、发展高价值私人财富客户，满足高端个人客户个性化理财需要，提升客户忠诚度；
- 以全方位的金融理财和资产配置为客户提供资产保值、增值服务；
- 负责客户的维护、客户资料的管理及客户的二次开发；
- 及时了解市场动态，研究私人财富客户的个性化理财需要，提供产品开发需求。 任职资格
- 本科及以上学历，金融类相关专业毕业优先；
- 金融行业两年以上相关从业经历，有良好的客户资源储备；
- 有较丰富的金融专业知识；具备一定的组织能力、市场策划能力、语言文字表达能力和谈判能力、业务开发能力；
- 职业操守良好，风险意识强，无违法违纪行为，无经商办企业或兼职行为，无监管机构金融违规记录。

## At a glance
- Posted by the employer: Apr 12, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 南通市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=3B4BF6C71C444B1AB7EBC04C29D1D8A4)

## More jobs at Ping An Insurance Group

### [业务总监](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f541fe21c774aea0dbdd/)

南通市

### [个贷客户经理（房产抵押方向）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b62be4f195e3be9be0b8/)

南通市

### [个贷营销部门总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/11ec4b43e00d6e9ed413/)

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### [产品管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4904bd12a7cd24200999/)

南通市

### [产品经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/59c34f4df980f501cbec/)

南通市

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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