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Ping An Insurance Group · 厦门市

# 产品顾问

厦门市 

Listed on Ping An Insurance Group’s official careers site. Posted October 12, 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=4A951DF194754BCF830B5E0DF615CB74)

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## Job description

岗位职责
- 负责公募、标债、非标、地产股权、PE股权、海外、私募证券、保险金信托、家族信托等复杂产品推动，根据产品推动节奏及要求，做好产品的组合、包装、转培训、销售推动，实现销售目标，提升资产规模和中收；
- 以客户为中心，做好持仓产品的售后陪伴服务工作。发挥产品顾问“专科医生”、投资顾问“全科医生”联动效能，推动队伍从单一产品销售向客户视角出发的资产配置转型，推动私财客户产品渗透率、财富健康度提升；
- 根据客户、队伍的特点，运用数字化手段和商机、企微等平台工具，推动销售队伍不断提升持仓客户数、开单率。 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，有恒信、强韧性，遵纪守法，合规意识强。

## At a glance
- Posted by the employer: Oct 12, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 厦门市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=4A951DF194754BCF830B5E0DF615CB74)

## More jobs at Ping An Insurance Group

### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/77d5d90ae7802cbed264/)

厦门市

### [业务支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0794dcd5f2042d4b63bb/)

厦门市

### [业务管理室经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/956770a1e31fdd05ec4e/)

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### [个贷业务团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/bd2a6bdbcb3278b83c5a/)

厦门市

### [个贷业务团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0c1396f7b6f0aa752fec/)

厦门市

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