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Ping An Insurance Group · 青岛市

# 青岛分行贵宾理财经理

青岛市 

Listed on Ping An Insurance Group’s official careers site. Posted January 21, 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=F73CB275CC0D4AF692EDEA4A6DC3C341)

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

## Job description

岗位职责
- 承接维护分行财富客户，满足客户财富管理及资产增长需求；
- 通过MGM与自拓增加私财客户，促进潜力客户升级；
- 以客户为中心，做好客户的风险偏好、财务状况评估，向客户推荐合适的产品，为客户提供个性化的投资建议、理财方案、财富分析和传承规划；
- 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，促进客户资产结构升级；
- 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服务。 任职资格
- 本科及以上学历。从事理财投资、理财经理2年及以上工作经验，有私行理财经验者优先；
- 熟悉银行产品，服务营销能力强，具有基金销售资格，持有AFP、CFP等理财专业证照者优先；
- 追求卓越、具有商业敏感性、沟通协调能力强、纪律及合规意识强。

## At a glance
- Posted by the employer: Jan 21, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 青岛市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F73CB275CC0D4AF692EDEA4A6DC3C341)

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

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