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Ping An Insurance Group · 沈阳市

# 沈阳分行私行财富客户经理

沈阳市 

Listed on Ping An Insurance Group’s official careers site. Posted August 31, 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=710A9F86D6F04080AA0E8E9EB0A29E82)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 沈阳分行私行财富客户经理

## Job description

岗位职责
- 在遵守合规风险管理要求的前提下，进行市场开拓、达成销售任务，维护客户关系、提升客户粘度，确保业务品质及合规服务，防范业务风险、作为第一道防线配合反洗钱等工作；
- 以管户经营为主要客户服务模式，负责承接和维护客户，积极做好到店客户的网点基础运营服务，协助组织支行现场客户活动及场外拓展客户活动；
- 以客户为中心，不断挖掘和满足客户需求，进行资产配置，为客户提供个性化的投资建议和理财方案；
- 贯彻合规及风控制度要求，确保业务品质及合规服务，协调处理客户投诉。 任职资格
- 本科及以上学历,学士及以上学位。
- 从事理财投资、理财经理3年以上工作经验，有私行理财经验者优先。熟悉银行产品，服务营销能力强，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，遵纪守法。
- 纪律及合规意识强，无重大违法违规行为或行业不良记录，符合我行亲属回避原则。

## At a glance
- Posted by the employer: Aug 31, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 50 days
- Location: 沈阳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=710A9F86D6F04080AA0E8E9EB0A29E82)

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

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