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Ping An Insurance Group · 北京市

# 海淀支行贵宾理财经理

北京市 

Listed on Ping An Insurance Group’s official careers site. Posted January 18, 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=D4BAA505ADCB425E884E865598D332E1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 海淀支行贵宾理财经理

## Job description

岗位职责
- 承接和维护支行分层经营的移交客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度，支行的贵宾理财经理应定期将钻石及以上客户移交给分行钻石客户经理和私行金融顾问经营。
- 通过MGM和自拓增加财富客户，促进潜力客户升级；以客户为中心，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．学历

本科及以上学历； 2．经验：金融/销售/客服从业经验3年及以上，服务营销能力强，有财富理财经验者优先； 3．专业能力：熟悉银行产品，服务营销能力强，持有AFP、CFP等理财专业证照者优先； 4．素质要求：亲和力强、有服务意识和销售特质、责任心强、积极认真，抗压力强、沟通有说服力、纪律及合规意识强。

## At a glance
- Posted by the employer: Jan 18, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 北京市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=D4BAA505ADCB425E884E865598D332E1)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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