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Ping An Insurance Group · 天津市

# 私行财富客户经理（理财经理）

天津市 

Listed on Ping An Insurance Group’s official careers site. Posted January 19, 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=B88CC25BAA76487EB789F757B4706FB1)

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

## Job description

岗位职责
- 承接和维护分行财富客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度。
- 以客户为中心，不断挖掘和满足客户需求，以资产配置方式，通过精准 KYC 向客户推荐合适的产品及理财方案、投资建议，促进客户财富的保值增值。
- 积极配合和参与财富团队管理，提供合理化建议，保持积极向上的团队氛围。
- 贯彻合规及风控制度要求，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；金融销售从业经验1年及以上，服务营销能力强，有财富理财经验者优先。
- 熟悉银行产品，持有 AFP 、 CFP 等理财专业证照者优先。
- 亲和力强，有服务意识和销售特质、责任心强、抗压力强，职业操守良好，风险合规意识强。
- 无严重违规违纪及不良从业记录。

## At a glance
- Posted by the employer: Jan 19, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 274 days
- Location: 天津市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=B88CC25BAA76487EB789F757B4706FB1)

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