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Ping An Insurance Group · 南通市

# 私人财富团队总经理

南通市 

Listed on Ping An Insurance Group’s official careers site. Posted February 21, 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=30CC1BDE9EE843F394BEE576F519AD91)

[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
- 协助私行中心做好业务团队管理，结合业务团队的特点，分解和制定达成团队业务目标的具体工作计划；
- 负责队伍组建和管理，通过有效的日常活动量管理与针对性的辅导训练，提升队伍成员技能和产能；
- 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，挖掘客户的潜在财富及保障规划需求，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，制定私行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、确保公平；
- 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

### 学历要求
- 本科及以上学历；

### 年龄要求
- 35岁以内，条件优秀者可放宽；

### 从业背景
- 聚焦银行同业销售背景，具备金融业务拓展、财富管理、保险营销服务经验；

### 其他要求
- 持有基金证、无频繁跳槽史。

## At a glance
- Posted by the employer: Feb 21, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 南通市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=30CC1BDE9EE843F394BEE576F519AD91)

## More jobs at Ping An Insurance Group

### [业务总监](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f541fe21c774aea0dbdd/)

南通市

### [个贷客户经理（房产抵押方向）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b62be4f195e3be9be0b8/)

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### [个贷营销部门总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/11ec4b43e00d6e9ed413/)

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### [产品管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4904bd12a7cd24200999/)

南通市

### [产品经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/59c34f4df980f501cbec/)

南通市

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

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