[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 · 珠海市

# 私行财富产品经理

珠海市 

Listed on Ping An Insurance Group’s official careers site. Posted December 5, 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=B0ACBF8490F6472188CE55B40E5A94E8)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行财富产品经理

## Job description

岗位职责
- 负责公募、标债、非标、地产股权、PE股权、海外、私募证券、保险金信托、家族信托等复杂产品推动，根据产品推动节奏及要求，做好产品的组合、包装、转培训、销售推动，实现销售目标，提升资产规模和中收；
- 以客户为中心，做好持仓产品的售后陪伴服务工作。发挥产品顾问“专科医生”、投资顾问“全科医生”联动效能，推动队伍从单一产品销售向客户视角出发的资产配置转型，推动私财客户产品渗透率、财富健康度提升；
- 根据客户、队伍的特点，运用数字化手段和商机、企微等平台工具，推动销售队伍不断提升持仓客户数、开单率。 任职资格
- 大学本科及以上学历，金融相关专业优先；
- 两年以上金融从业经验，熟悉金融产品，有产品推动相关经验，具备专业的财富管理专业能力，有CFA、FRM、CFP/AFP等金融类专业证书者优先；
- 具备较好的数据分析能力和沟通协调能力；
- 职业操守良好，风险意识强，认同平安银行企业文化。

## At a glance
- Posted by the employer: Dec 5, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 319 days
- Location: 珠海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=B0ACBF8490F6472188CE55B40E5A94E8)

## More jobs at Ping An Insurance Group

### [业务推动岗（银保）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cebcb91611f6c6021525/)

珠海市

### [个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6d589ab4577df4be9de3/)

珠海市

### [个贷团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/432aef9524254af86734/)

珠海市

### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cab37b17b803c76fdffb/)

珠海市

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/)