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Ping An Insurance Group · 香港

# 客户经理岗

香港 

Listed on Ping An Insurance Group’s official careers site. Posted March 20, 2026. 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=383BD72EC8504CA49091EE4214002270)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 客户经理岗

## Job description

### 岗位职责 工作职责
- 推广全面的财富管理产品和服务给高净值客户，全面达成综合指标；
- 拓展新业务并培养与客户的长期关系以挖掘更多商业机会；
- 处理客户咨询并提供专业的全方位财富管理解决方案；
- 提供优质服务并了解客户的财务需求。

### 任职资格 任职资格
- 大学及以上学历，优先考虑工商管理、会计、金融或经济学专业；
- 3年以上PB或顶级私行客户服务经验；
- 拥有认可的保险和证券牌照；
- 具备CFA/CFP/ACCA/税务/律师等专业资格者优先；
- 具备丰富的银行产品知识；
- 积极主动，具备优秀的沟通技巧，自我激励，以客户为中心，能在压力下工作；
- 具备香港工作签证优先；
- 英语听说读写流利，具备粤语沟通能力优先。

## At a glance
- Posted by the employer: Mar 20, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 214 days
- Location: 香港[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=383BD72EC8504CA49091EE4214002270)

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