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Ping An Insurance Group · 东莞市

# 金融理财规划师（保险方向）

东莞市 

Listed on Ping An Insurance Group’s official careers site. Posted August 12, 2021. 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=B3826972E61348C8A1D7052D5BB1A82D)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 金融理财规划师（保险方向）

## Job description

岗位职责
- 作为保险传承规划专业顾问，为客户出具专业的保障传承分析和建议方案，负责保险金/家族信托业务拓展与专业支持；
- 负责开拓和维护高净值客户群，保持客户资产规模增长，增加营收、提高客户忠诚度；
- 不断挖掘和满足客户财富规划需求，为其提供个性化的投资建议、财富分析和规划，促进客户在我行资产的提升。 任职资格 1.本科以上学历， 2.有1-5年金融理财规划师（保险方向）工作经验，具备私行理财经理、保险销售、高端客户营销工作经历者优先。

## At a glance
- Posted by the employer: Aug 12, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 东莞市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=B3826972E61348C8A1D7052D5BB1A82D)

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