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Ping An Insurance Group · 盐城市

# 盐城分行私人财富顾问

盐城市 

Listed on Ping An Insurance Group’s official careers site. Posted August 20, 2024. 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=9D9F6972F0404019B96D0AB8D006C680)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 盐城分行私人财富顾问

## Job description

岗位职责
- 负责开拓维护银行财富客群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度；
- 经营财富客户，不断挖掘和满足客户需求，为其提供个性化的投资建议、财富分析和规划、保障传承分析和规划，促进客户在我行资产提升；
- 积极配合和参与团队管理，避免业务冲突，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，提升客户满意度并积极处理客户投诉。 任职资格 1、年龄37周岁以下，本科及以上学历； 2、2年及以上金融行业相关岗位工作经验，具备理财经理、保险营销、高端客户营销工作经历者优先； 3、熟悉银行产品、保险相关理论和保障类工具，擅长保障类规划，具有较强的服务营销能力和商业敏感性;持有AFP/CFP理财专业证书、国际保险专业证照优先。

## At a glance
- Posted by the employer: Aug 20, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 盐城市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9D9F6972F0404019B96D0AB8D006C680)

## More jobs at Ping An Insurance Group

### [PB(私行金融顾问）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6c716b04216df1be7399/)

盐城市

### [个人渠道专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/105c1969e2c7104b3b7b/)

盐城市

### [个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/fb09227ca79ca9f1d27a/)

盐城市

### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/8b25c35727fe5012642d/)

盐城市

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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