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Ping An Insurance Group · 南通市

# 财富专员

南通市 

Listed on Ping An Insurance Group’s official careers site. Posted March 10, 2025. 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=766455D3FCBE4E459A71205AD64B742D)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 财富专员

## Job description

岗位职责
- 借助公司资源平台，负责财富客户的服务、维护、深度价值开发等工作；
- 负责为财富客户提供适当的资产配置计划，定制产品业务相关流程并实时跟踪反馈；
- 负责对客户进行深度经营，挖掘价值客户。 任职资格 1.本科学历 2.1-3年相关工作经验 3.具备证券业从业人员资格、基金从业资格证证书 4.具有杰出的领悟、规划策划、分析并解决问题能力，杰出的沟通协作、担当精神，杰出的执行力，杰出的结果导向型思维，坚持到底，保证产出，本职外愿意额外承担工作，杰出的抗压耐力

## At a glance
- Posted by the employer: Mar 10, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 南通市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=766455D3FCBE4E459A71205AD64B742D)

## More jobs at Ping An Insurance Group

### [业务总监](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f541fe21c774aea0dbdd/)

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### [个贷客户经理（房产抵押方向）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b62be4f195e3be9be0b8/)

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### [个贷营销部门总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/11ec4b43e00d6e9ed413/)

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### [产品管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4904bd12a7cd24200999/)

南通市

### [产品经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/59c34f4df980f501cbec/)

南通市

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.

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