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Ping An Insurance Group · 上海市

# 财富团队长（沪西）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted February 15, 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=52247E94EE164F4C93E84CF35D64588B)

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

## Job description

岗位职责 1．协助私行/财富中心总或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； 2．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； 3．组织团队成员建立、维护和管理所属客户及潜在客户关系，协助维护高净值客户，提供高水平的服务； 4．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； 5．贯彻合规及风控制度要求，确保团队有品质的持续经营，并协调处理客户投诉。

### 任职资格 1．学历

本科及以上学历； 2．经验：金融业营销经验5年以上，过往业绩表现良好，有管理经验者优先； 3．专业能力：熟悉营销流程和银行产品，有一线销售经验，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：积极进取、抗压力强、目标导向、沟通能力强；纪律及合规意识强。

## At a glance
- Posted by the employer: Feb 15, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=52247E94EE164F4C93E84CF35D64588B)

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

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