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Ping An Insurance Group · 呼和浩特市

# 私人财富团队经理

呼和浩特市 

Listed on Ping An Insurance Group’s official careers site. Posted January 8, 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=9C00E4CE4ADA4AF5A45F870CCB03C8C0)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私人财富团队经理

## Job description

岗位职责
- 本科及以上学历，有3-5年财富管理经验，过往业绩表现良好；
- 熟悉营销流程和银行产品，有一线销售经验，服务营销能力强，持有AFP、CFP等理财专业证照者优先；
- 积极进取、抗压力强、系统思维、目标导向、沟通影响力；具备较好的激励、培养和领导能力；
- 纪律及风控合规意识强，过往无违法违规违纪等不良情形。 任职资格
- 协助经营机构负责人做好业务团队管理，分解和制定达成团队业务目标的具体工作计划；
- 通过有效的日常活动量管理与针对性的辅导训练，提升团队成员技能和产能；
- 组织团队成员建立、维护和管理所属客户及潜在客户关系，陪同拜访客户，协助维护大客户，提供高水平的服务；
- 对团队成员的客户经营关系做好日常分配和结构调整，提高效率、确保公平；
- 贯彻合规及风控制度要求，确保团队有品质的持续经营，协调处理客户投诉；
- 完成上级交办的其它工作内容。

## At a glance
- Posted by the employer: Jan 8, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 285 days
- Location: 呼和浩特市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9C00E4CE4ADA4AF5A45F870CCB03C8C0)

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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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