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Ping An Insurance Group · 嘉兴市

# 嘉兴支行私行金融顾问

嘉兴市 

Listed on Ping An Insurance Group’s official careers site. Posted February 10, 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=97BDEC77B7414332897698B332282A10)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 嘉兴支行私行金融顾问

## Job description

### 岗位职责 工作职责
- 承接维护分行私行客户，建立和维护高净值客户群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度；
- 增加私钻客户，促进潜力客户升级；
- 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、财富分析和规划，做好客户的风险偏好、财务状况评估，向客户推荐合适的产品；
- 全方面满足客户需求，以资产配置方式，通过精准KYC向客户推荐合适的产品，促进客户在我行资产提升；
- 积极配合和参与私行团队管理，避免业务冲突，提供合理化建议，保持积极向上的团队氛围；
- 贯彻合规及风控制度要求，确保团队有品质的持续经营，提升客户满意度并积极处理客户投诉。 任职资格

### 学历
- 本科及以上学历；

### 经验
- 从事理财投资、理财经理5年以上工作经验，有私行理财经验者优先；

### 专业能力
- 熟悉银行产品，服务营销能)力强，持有 AFP、 CFP 等理财专业证照者优先；

### 素质要求
- 追求卓越、具有商业敏感性、沟通协调能力强，遵纪守法、纪律及合规意识强。 理-客户关系管理，具备基金证更佳。

## At a glance
- Posted by the employer: Feb 10, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 嘉兴市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=97BDEC77B7414332897698B332282A10)

## More jobs at Ping An Insurance Group

### [个金续保运营专员（嘉兴机构）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/2f4ae87081ac84ac39c5/)

嘉兴市

### [二级分行零售贷款部负责人](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1cc6f05d9c434b04fbb0/)

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### [产品支持岗（嘉兴机构）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/af360a9bce4a7b95cb60/)

嘉兴市

### [产险嘉兴车商服务专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/795b7952edc398bfae80/)

嘉兴市

### [人伤查勘岗（嘉兴机构）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d3d89b83d2c322fdfc9d/)

嘉兴市

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

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