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Ping An Insurance Group · 无锡市

# 私人财富顾问

无锡市 

Listed on Ping An Insurance Group’s official careers site. Posted October 21, 2022. 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=00F1B40CEF464856A2F6F299D1002A7F)

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

## Job description

岗位职责
- 负责开拓维护私行及财富客群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度；
- 经营私行及财富客户，不断挖掘和满足客户需求，为其提供个性化的投资建议、财富分析和规划、保障传承分析和规划，促进客户在我行资产提升；
- 积极配合和参与私行团队管理，避免业务冲突，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，提升客户满意度并积极处理客户投诉。 任职资格 1、本科及以上学历 ； 2、2年及以上金融行业相关岗位工作经验，具备私行理财经理、保险营销、高端客户营销工作经历者优先； 3、熟悉银行产品、保险相关理论和保障类工具，擅长保障类规划，具有较强的服务营销能力和商业敏感性；持有AFP/CFP理财专业证书、国际保险专业证照优先，曾获得COT/TOT/MDRT/IDA荣誉优先 ； 4、认同公司文化，积极进取，结果导向，具备优秀的团队合作和沟通协调能力；无不良从业记录，责任心和合规意识强。

## At a glance
- Posted by the employer: Oct 21, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 无锡市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=00F1B40CEF464856A2F6F299D1002A7F)

## More jobs at Ping An Insurance Group

### [05715N-商务拓展经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/c5b5bd3920b7595fc896/)

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### [IFP](https://jobs.opennash.com/companies/ping-an-insurance/jobs/74dfdc50861cb00a7cbf/)

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### [业务受理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e69fe2a03a48da953fbc/)

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### [个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cd635c3c7cfd00d0306a/)

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### [个贷团队长（江阴地区）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/80985b901e8bcc77a04e/)

无锡市

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