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Ping An Insurance Group · 青岛市

# 青岛分行私行金融顾问

青岛市 

Listed on Ping An Insurance Group’s official careers site. Posted April 20, 2021. 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=489E544DE9D2410B9AC812A626EBA286)

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

## Job description

岗位职责 以客户为中心，满足客户财富管理需求，为高净值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；执行合规及风险制度，确保业务品质及合规要求。 任职资格
- 本科以上学历，在金融、金融-银行行业，有3-5年私行金融顾问工作经验，有在世界500强、国内泛资管Top50、寿险Top5任职经历优先。
- 担任现场销售，
- 熟悉营销与销售技能、营销与销售技能、风险管理、风险控制，

## At a glance
- Posted by the employer: Apr 20, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 青岛市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=489E544DE9D2410B9AC812A626EBA286)

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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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