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Ping An Insurance Group · 三亚市

# 私人财富顾问

三亚市 

Listed on Ping An Insurance Group’s official careers site. Posted September 14, 2022. 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=D8F2C58CAC7A45409859AA50904EB13D)

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

## Job description

岗位职责
- 负责开拓和维护私钻高净值客户群体，保持客户资产规模及取得增长，增加营收，提高客户忠诚度；
- 不断挖掘和满足客户需求，为其提高个性化的投资建议、财富分析和规划，促进客户在我行资产提升；
- 协同各部门开展客户沙龙与各项营销推广活动，开发拓展新客群。 任职资格 1.本科及以上学历； 2、2年及以上金融行业从业经验。具有私行理财经理、保险营销经历者优先； 3、熟悉保险产品，服务营销能力强，具有商业敏感性、沟通协调能力强，过往业绩表现优秀； 4、持有AFP/CFP理财专业证书、国际保险专业证照优先，曾获得TOT/COT/MDRT/IDA荣誉优先； 5、职业操守良好，风险意识强，无违法违纪行为。

## At a glance
- Posted by the employer: Sep 14, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 三亚市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=D8F2C58CAC7A45409859AA50904EB13D)

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### [三亚团体业务部客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/483295dd729b09926291/)

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### [三亚社区金融服务区域主任](https://jobs.opennash.com/companies/ping-an-insurance/jobs/31bc1d38ba3e8573ab3b/)

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### [三级机构总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d43aded2cd75bca138d9/)

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