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Ping An Insurance Group · 合肥市

# 私行金融顾问

合肥市 

Listed on Ping An Insurance Group’s official careers site. Posted June 25, 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=F35D563ED17E43BDA28586B32ED21DCF)

[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
- 承接维护分行私行客户，建立与维护高净值客户群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度；
- 提增私行客户，促进潜力客户升级；
- 对接和支持寿险家族传承俱乐部会员，为会员推荐的高净值客户提供全方位的银行服务；
- 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、财富分析和规划，做好客户的风险偏好、财务状况评估，向客户推荐合适的产品；
- 全方面满足客户需求，开展交叉销售，以资产配置方式向客户销售银行和集团各子公司金融产品，促进客户升级；
- 积极参与私行团队建设及管理，保持积极向上的团队氛围；
- 贯彻合规及风控制度要求，确保业务品质及合规服务。 任职资格
- 三年以上金融领域从业经验或两年以上金融、保险销售工作经验；
- 熟练掌握银行、保险、证券、基金等投资理财知识，熟练运用境内外金融市场工具，擅长投资理财、市场研究和资产配置规划，持相关证照者优先；
- 具有良好的逻辑思维和研究分析能力，沟通协调能力，语言表达和文字运用能力；
- 遵守职业准则，严格保守客户信息秘密，无不良纪录

## At a glance
- Posted by the employer: Jun 25, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 合肥市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F35D563ED17E43BDA28586B32ED21DCF)

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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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