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Ping An Insurance Group · 宁波市

# 私人财富团队总经理

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted July 11, 2023. 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=5E8398E41D694B2AB52D3BC6E8F34DD6)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私人财富团队总经理

## Job description

岗位职责
- 协助私人财富中心总经理做好业务团队管理，结合业务团队的特点，制定和分解达成业务目标的具体工作计划。
- 负责队伍组建和管理，按要求开展活动量管理、检视和辅导训练，提升团队成员技能和产能。
- 组织团队成员开拓、维护和管理所属客户及潜在客户关系，陪同拜访客户，挖掘客户潜在财富及保障需求，提供全方位的资产配置服务。
- 基于保障及投资理财类产品的政策与需求变化，制定私人财富团队的发展规划及推动计划，完成年度业务目标。
- 贯彻总行客户分层经营业务模式，对团队成员的客户经营关系做好日常分配和结构调整，提高效率和确保公平。
- 按时参加私人财富中心组织的早会、夕会及分行组织的各类会议、培训等活动。
- 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 学历

本科及以上学历 经验：3年及以上金融行业营销经验，1年及以上团队管理经验，过往业绩表现优秀，有大型企业销售团队管理经验优先 专业能力：具有丰富的营销管理经验，熟悉营销流程、银行产品和保险产品；优秀的系统思维和商业敏感性，具有较强的营销规划能力，持有AFP/CFP理财专业证书、国际保险专业证照优先，曾获得COT/TOT/MDRT/IDA荣誉优先 素质要求：认同公司文化，积极进取，结果导向，抗压力强，优秀的沟通影响和团队管理能力；无不良从业记录，责任心和合规意识强。

## At a glance
- Posted by the employer: Jul 11, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=5E8398E41D694B2AB52D3BC6E8F34DD6)

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### [个贷客户经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4059fb3515a2687f5b74/)

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

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