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Ping An Insurance Group · 东莞市

# 复杂产品顾问团队长

东莞市 

Listed on Ping An Insurance Group’s official careers site. Posted November 22, 2021. 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=D210DA1E706148B0A71023005D63F328)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 复杂产品顾问团队长

## Job description

岗位职责
- 负责复杂产品推动，对分行私钻客群需求的大类产品推动指标负责，在总行产品策略指引下制定分行产品推动策略；
- 推动队伍从单一产品销售向从客户视角出发的资产配置转型，发挥产品经理“专科医生”、投资顾问“全科医生”联动效能，推动私财客户产品渗透率、财富健康度提升；
- 研究分行本地私钻客群和主要渠道产品需求、搜集同业市场产品信息、负责当地产品项目发起，与总行产品、推动、投顾团队对接和及时反馈；
- 承担当地分行产品中台角色，推动投研、投顾、投后服务在分行落地，统筹负责分行产品培训。 任职资格
- 本科以上学历，经管相关专业优先。有CFA、FRM、CFP/AFP等金融类专业证书者优先；
- 具备3-5年投资理财岗位相关工作经验。熟知各类金融产品，包括公私募基金、股权、信托产品、保险等，有相关营销经验优先；
- 拥有丰富的产品规划、推动经验，有较为突出的完整推动案例。有项目管理(PMO)经验者优先；
- 拥有国内头部财富管理机构（含银行、信托等）相关管理经验者优先；
- 追求卓越，具有商业敏感性，沟通协调能力强，遵纪守法，遵守职业准则，严格保守客户信息秘密，无不良记录。

## At a glance
- Posted by the employer: Nov 22, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 东莞市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=D210DA1E706148B0A71023005D63F328)

## More jobs at Ping An Insurance Group

### [AM-线上服务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/13568dab2ae7ff3a6c35/)

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### [FC-财富管理顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/484758c93cdc0769a996/)

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### [三方经代渠道业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/087a5d67451d0a192207/)

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### [业务分部经理（代理人渠道）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b6ae28e59474e46bd4b8/)

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### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1fa4b7895128fa7e07ec/)

东莞市

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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