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Ping An Insurance Group · 盐城市

# 财富顾问

盐城市 

Listed on Ping An Insurance Group’s official careers site. Posted July 8, 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=D00BA8D7EC834B33A1A17FE379C02899)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 财富顾问

## Job description

岗位职责

### 业务推动与目标达成
- 负责将总行的银管策略、产品策略在对接的理财经理范围内宣导和落地执行；协助私行财富部在责任区域内追踪业管指标、识别业务短板，指定针对性的改进计划并推动执行，确保区域业绩达标。

### 实地辅导与带教
- 协同拜访客户，解答客户异议处理；诊断辅导：运用教练技术，帮助对接的理财经理发现问题，通过示范、角色扮演等进行辅导，提升实战技能。

### 培训实施与知识传递
- 承接总行培训，再对接责任区域内的转培训，确保理财经理准确理解；针对承接的理财经理的共性客户、优秀案例，组织客户沙龙、小型分享，促进客群经营及萃取经验

### 工具应用与标准化建设
- 熟练掌握各种内部作业工具；利用数据、分析、总结，为业务提供决策依据，同时监控训后行为。 任职资格
- 大学本科及以上学历，金融相关专业优先。
- 两年以上金融从业经验，熟悉金融产品，有产品推动相关经验，具备专业的财富管理专业能力，有CFA、FRM、CFP/AFP等金融类专业证书者优先。
- 具备较好的数据分析能力和沟通协调能力。
- 目标感强，有恒心、韧劲强，遵纪守法，合规意识强。

## At a glance
- Posted by the employer: Jul 8, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 104 days
- Location: 盐城市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=D00BA8D7EC834B33A1A17FE379C02899)

## More jobs at Ping An Insurance Group

### [PB(私行金融顾问）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6c716b04216df1be7399/)

盐城市

### [个人渠道专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/105c1969e2c7104b3b7b/)

盐城市

### [个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/fb09227ca79ca9f1d27a/)

盐城市

### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/8b25c35727fe5012642d/)

盐城市

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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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