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Ping An Insurance Group · 珠海市

# 贵宾理财经理

珠海市 

Listed on Ping An Insurance Group’s official careers site. Posted November 10, 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=490F0044C5EF4926B20B4C02F8640A6B)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 贵宾理财经理

## Job description

岗位职责
- 通过MGM和自拓增加财富客户，促进潜力客户升级；
- 贯彻合规及风控制度要求，确保业务品质及合规，提升客户满意度；
- 承接和维护分行层面经营的移交客户，保持客户资产规模并取得增长，增加营收、提升客户忠诚度；
- 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和理财方案，实现客户财富的保值增值； 任职资格
- 本科及以上学历，2年及以上金融从业经验；
- 服务营销能力强，熟悉银行产品，持有AFP、CFP等理财专业证照者优先；
- 职业操守良好，风险合规意识强，无违法违纪行为。

## At a glance
- Posted by the employer: Nov 10, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 344 days
- Location: 珠海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=490F0044C5EF4926B20B4C02F8640A6B)

## More jobs at Ping An Insurance Group

### [业务推动岗（银保）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cebcb91611f6c6021525/)

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### [个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6d589ab4577df4be9de3/)

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### [个贷团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/432aef9524254af86734/)

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### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cab37b17b803c76fdffb/)

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