[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Ping An Insurance Group jobs](https://jobs.opennash.com/companies/ping-an-insurance/) · [Search jobs](/search/)

Ping An Insurance Group · 石家庄市

# 石家庄分行私行财富客户经理

石家庄市 

Listed on Ping An Insurance Group’s official careers site. Posted September 30, 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=17FF38B208D0487DBC087D4BC087D157)

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

## Job description

岗位职责
- 承接和维护支行分层经营客户，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；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；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，确保业务品质及合规。 任职资格 1. 本科及以上学历； 2. 2年及以上银行工作经验，熟悉财富管理、金融业务拓展； 3. 具备基金从业资格证；有AFP、CFP等相关理财从业资格证者优先； 4. 抗压能力强，有较强的沟通协调能力； 5. 遵纪守法、合规意识强，无违法记录或行业不良记录。

### 工作地点

石家庄、唐山，廊坊，保定，沧州，邯郸

## At a glance
- Posted by the employer: Sep 30, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 20 days
- Location: 石家庄市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=17FF38B208D0487DBC087D4BC087D157)

## More jobs at Ping An Insurance Group

### [B2C客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/25ef09da94456cc80d2c/)

石家庄市

### [B2C营业部经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/a017c4990fd556f739dd/)

石家庄市

### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f863ffacbcbef0fb1214/)

石家庄市

### [业务管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/979a8ccf6dcdd7b2e1ce/)

石家庄市

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)
