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Ping An Insurance Group · 泉州市

# 私行财富客户经理（私行顾问）

泉州市 

Listed on Ping An Insurance Group’s official careers site. Posted November 13, 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=66C1C436D83B475BAF863E9392F00069)

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

## Job description

岗位职责
- 承接维护分行私行客户，建立和维护高净值客户群，保持客户资产规模增长，增加营收，提高客户忠诚度；
- 通过客户转介和自拓增加私行客户，促进潜力客户升级；
- 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，以资产配置的方式向客户推荐合适的金融产品；
- 贯彻合规及风控制度要求，确保业务品质。 任职资格
- 本科及以上学历；
- 从事理财投资、理财经理5年及以上，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，合规意识强。

## At a glance
- Posted by the employer: Nov 13, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 341 days
- Location: 泉州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=66C1C436D83B475BAF863E9392F00069)

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### [业务分析岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/aa2febf4cbf1f50b7273/)

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

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