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Ping An Insurance Group · 济南市

# 平安银行私人财富团队总经理

济南市 

Listed on Ping An Insurance Group’s official careers site. Posted March 9, 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=284DF9C44560467DA2D7817618DF2CCE)

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

## Job description

岗位职责 1、负责私人财富队伍的组建和管理，通过有效的日常活动量管理与训练赋能，快速提升团队成员技能和产能；2、具有开拓维护私行及财富客群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度的能力，持续开拓高净值客户；3、个人及带领团队挖掘高净值客户财富管理及配置需求，及时提供专业化、个性化投资建议、个人及家庭财富分析规划、保障及财富传承分析规划、提供专业解决方案和财富配置计划；4、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的指导和陪访支持，提升客户满意度，达成客户需求和绩效目标；5、贯彻合规及风控制度要求，确保团队有品质的健康发展与经营。 任职资格 本科及以上学历，金融类相关专业优先；3年及以上金融营销经验；1年及以上团队管理经验；具有银行保险双背景的销售管理经验者优先；熟悉银行及保险相关产品，具备金融业务拓展、财富管理、保险营销服务经验，营销服务能力强，过往业绩表现优秀；持有基金/AFP/CFP/EFP/CFA/资格等理财专业证书、国际保险专业证照、曾获得TOT/MDRT/COT/IDA荣誉优先。

## At a glance
- Posted by the employer: Mar 9, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 济南市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=284DF9C44560467DA2D7817618DF2CCE)

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