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Ping An Insurance Group · 泉州市

# 私行财富客户经理（理财经理）

泉州市 

Listed on Ping An Insurance Group’s official careers site. Posted November 13, 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=8294D39AF37D418B93F01F5CD60C18F8)

[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
- 承接和维护支行分层经营的移交客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度；
- 通过MGM和自拓增加财富客户，促进潜力客户升级；以客户为中心，不断挖掘和满足客户需求，为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；
- 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，确保业务品质。 任职资格
- 本科及以上学历；
- 从事理财投资、理财经理3年以上工作经验，服务营销能力强，有财富理财经验优先；
- 亲和力强、积极认真，抗压力强、纪律及合规意识强。

## At a glance
- Posted by the employer: Nov 13, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 341 days
- Location: 泉州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=8294D39AF37D418B93F01F5CD60C18F8)

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