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Ping An Insurance Group · 珠海市

# 私行金融顾问

珠海市 

Listed on Ping An Insurance Group’s official careers site. Posted November 10, 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=1F49E617521742DCAD3B4F2FA0F7B19A)

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

## Job description

岗位职责
- 负责开拓维护私行及财富客群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度；
- 经营私行及财富客户，不断挖掘和满足客户需求，为其提供个性化的投资建议、财富分析和规划、保障传承分析和规划，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；
- 贯彻合规及风控制度要求，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，2年及以上金融、销售、专业服务工作经验有私行理财经理、保险营销、高端客户营销相关工作经历经验者优先；
- 具备较强的服务营销能力和商业敏感性；具备优秀的团队合作、沟通协调能力以及学习能力；积极进取，结果导向；
- 熟悉银行产品、保险相关理论和保障类工具优先；持有AFP/CFP理财专业证书、国际保险专业证照优先；曾获COT/TOT/MDRT/IDA荣誉优先。

## At a glance
- Posted by the employer: Nov 10, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 344 days
- Location: 珠海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=1F49E617521742DCAD3B4F2FA0F7B19A)

## 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

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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