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Ping An Insurance Group · 深圳市

# 私行财富客户经理（RM）

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted November 3, 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=4479C1D4969049BD82644DBECCBA158A)

[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（RM）

## Job description

岗位职责
- 承接和维护支行分层经营的移交客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度，定期将钻石及以上客户移交给私行金融顾问经营；
- 增加财富客户，促进潜力客户升级；
- 以客户为中心，不继挖掘和满足客户需求，为客户提供个性化的投资建议和理财方案，实现客户财富的保值增值；
- 全方面满足需求，以资产配置方式，通过精准KYC向客户推荐合适的产品，促进客户在我行资产提升；
- 积极配合和参与财富团队管理，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，提升客户满意度并积极处理客户投诉。 任职资格

### 一、学历要求

本科及以上学历。

### 二、工作经验

金融业营销经验2年以上或银行从业经验满1年，过往业绩表现良好。

### 三、专业能力

熟悉营销流程和银行产品，有一线销售经验，服务营销能力强，持有AFP、基金、保险等理财专业证照者优先。

### 四、素质要求

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。

## At a glance
- Posted by the employer: Nov 3, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 351 days
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=4479C1D4969049BD82644DBECCBA158A)

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

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