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Ping An Insurance Group · 兰州市

# 综金RM团队长

兰州市 

Listed on Ping An Insurance Group’s official careers site. Posted August 18, 2021. 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=A11CA0A242014FB0922B41410416D45C)

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

## Job description

岗位职责
- 担任综金RM团队管理岗，承接分行综金高端客户维护，保持客户资产规模及取得增长，增加营收、提高客户忠诚度。
- 担任团队人员培训、绩效辅导等职责，协助团队人员完成个人及团队任务目标。
- 以客户为中心，不断挖掘和满足客户需求，为客户提供个性化的投资建议、财富分析和规划，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；
- 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，促进客户升级；
- 积极配合和参与综拓及财富团队管理，避免业务冲突，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，确保团队有品质的持续经营，协调处理客户投诉。 任职资格
- 本科及以上学历，2年以上金融相关工作经验；
- 熟悉国内及全球资本市场和投资产品，了解证券、基金、理财、保险产品，具有资质配置与财富管理理念和相应技能；
- 具有较强的执行、沟通协调、团队合作及管理能力；
- 具有基金从业资格证者优先。
- 职业操守良好，优秀的个人形象，卓越的表达能力，风险合规意识强，无违法违纪金融行业禁入情形。

## At a glance
- Posted by the employer: Aug 18, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 兰州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A11CA0A242014FB0922B41410416D45C)

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

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