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Ping An Insurance Group · 盐城市

# PB(私行金融顾问）

盐城市 

Listed on Ping An Insurance Group’s official careers site. Posted July 16, 2024. 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=DCB7A13EDA3143F8AF59201DEDD2C35D)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / PB(私行金融顾问）

## Job description

岗位职责
- 承接维护分行私行客户，建立和维护高净值客户群，保持客户资产规模并取得增长，增加营收；
- 增加私行客户，促进潜力客户升级；
- 全方面满足客户需求，开展交叉销售。 任职资格 1、年龄37周岁（含）以下；大学本科（含）以上学历; 2、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。

## At a glance
- Posted by the employer: Jul 16, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 盐城市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=DCB7A13EDA3143F8AF59201DEDD2C35D)

## More jobs at Ping An Insurance Group

### [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/)

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### [个贷市场经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/c565464eac9136da74b6/)

盐城市

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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