[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Ping An Insurance Group jobs](https://jobs.opennash.com/companies/ping-an-insurance/) · [Search jobs](/search/)

Ping An Insurance Group · 儋州

# 私人财富团队总经理（儋州)

儋州 

Listed on Ping An Insurance Group’s official careers site. Posted September 14, 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=A4DF729DCECC4A8BADEA6044E1559040)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私人财富团队总经理（儋州)

## Job description

岗位职责
- 做好私行业务团队管理，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；
- 负责队伍组建和管理，通过有效的日常活动量管理与针对性的辅导训练，提升队伍成员技能与产能；
- 组织团队成员开拓、维护和管理客户及潜在客户关系，陪同拜访客户，挖掘客户的潜在财富及保障规划需求，提供全方面的资产配置服务；
- 基于保障及投资理财类产品的政策与需求变化，制定私行团队的发展规划及推动计划，完成年度业务目标；
- 贯彻总行客户分层经营业务模式，对团队che的客户经营关系做好日常分配和结构调整，提高效率；
- 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 1、本科及以上学历经验； 2、3年及以上金融行业营销经验，1年及以上团队管理经验，过往业绩表现优秀，有大型企业销售团队管理经验优先； 3、具有丰富的营销管理经验，熟悉保险产品，服务营销能力强，具有商业敏感性、沟通协调能力强，过往业绩表现优秀；持有AFP/CFP理财专业证书、国际保险专业证照优先，曾获得TOT/COT/MDRT/IDA荣誉优先； 4、认同公司文化，积极进取，优秀的沟通影响和团队管理能力；无不良从业经验，责任心强和合规意识强。

## At a glance
- Posted by the employer: Sep 14, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 儋州[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A4DF729DCECC4A8BADEA6044E1559040)

## More jobs at Ping An Insurance Group

### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/32ffcca4286fc82d3315/)

儋州

### [直销业务员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7c1c1b25d18fb03ba31b/)

儋州

### [私人财富顾问（儋州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e3c2ca7df2191e2e3cbf/)

儋州

### [(聊城)平安普惠渠道专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b787a2f3b145104a7847/)

聊城市

### [0241FL-培训讲师](https://jobs.opennash.com/companies/ping-an-insurance/jobs/50ca6f5b9b45ccb0da48/)

南平市

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)