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Ping An Insurance Group · 柳州市

# 柳州分行私人财富顾问

柳州市 

Listed on Ping An Insurance Group’s official careers site. Posted August 22, 2023. 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=9E1DCFB21CD4435FB1E7D11EBB96B6D9)

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

## 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、销售、专业服务工作经验；有私行理财经理、保险营销、高端客户营销相关工作经历经验者优先； 3、具备较强的服务营销能力和商业敏感性；具备优秀的团队合作、沟通协调能力以及学习能力；积极进取，结果导向； 4、熟悉银行产品、保险相关理论和保障类工具优先；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。

## At a glance
- Posted by the employer: Aug 22, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 柳州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9E1DCFB21CD4435FB1E7D11EBB96B6D9)

## More jobs at Ping An Insurance Group

### [公司客户经理（柳州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7ee5bbbe8f8c58210ee5/)

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### [公司营销团队副总/总助（柳州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/2e8f589d49d886737445/)

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### [公司营销团队总经理（柳州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/5f9776d08ae1152af476/)

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### [农险业务专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/be3c56134b36b56e4e80/)

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### [实地一体化服务作业岗（物）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/64e6f9d2d63becef06c3/)

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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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