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Ping An Insurance Group · 绍兴市

# 财富团队长

绍兴市 

Listed on Ping An Insurance Group’s official careers site. Posted April 9, 2026. 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=A681E2D15D784455829EB989F4595608)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 财富团队长

## Job description

### 岗位职责 工作职责
- 协助支行长做好业务团队管理，结合业务团队的特点，分解和制定达成团队业务目标的具体工作计划；
- 通过有效的日常活动量管理与针对性的辅导训练，提升团队成员技能和产能；
- 组织团队成员建立、维护和管理所属客户及潜在客户关系，陪同拜访客户，协助维护大客户，提供高水平的服务；
- 对团队成员的客户经营关系做好日常分配和结构调整，提高效率、确保公平；
- 贯彻合规及风控制度要求，确保团队有品质的持续经营，协调处理客户投诉。 任职资格
- 本科以上学历，有5-10年财富工作经验，
- 担任资产配置，
- 具备基金从业更佳。

## At a glance
- Posted by the employer: Apr 9, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 194 days
- Location: 绍兴市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A681E2D15D784455829EB989F4595608)

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

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