[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Ping An Insurance Group jobs](https://jobs.opennash.com/companies/ping-an-insurance/) · [Search jobs](/search/)

Ping An Insurance Group · 南阳市

# 南阳分行私行财富客户经理

南阳市 

Listed on Ping An Insurance Group’s official careers site. Posted February 4, 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=7171AD8056804C8DA17F16EC3730E870)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 南阳分行私行财富客户经理

## 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，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；
- 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,学士及以上学位。
- 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。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。
- 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，无重大违法违规行为或行业不良记录，符合我行亲属回避等相关制度要求。

## At a glance
- Posted by the employer: Feb 4, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 258 days
- Location: 南阳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=7171AD8056804C8DA17F16EC3730E870)

## More jobs at Ping An Insurance Group

### [【南阳】社区金融业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/488a0354d8b9a3423c5e/)

南阳市

### [二部咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/89df245968a93f157a6b/)

南阳市

### [产险专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/91c5a22be077bd3201f8/)

南阳市

### [人伤作业岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f61a2ae8ccf2024b660c/)

南阳市

### [内乡支公司客户经理（三农）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1f0f1fe73f21c927499c/)

南阳市

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)