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Ping An Insurance Group · 厦门市

# 私行金融顾问

厦门市 

Listed on Ping An Insurance Group’s official careers site. Posted September 16, 2025. 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=C4DEA79E50EE4650AFE5590204A7E880)

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

## Job description

岗位职责 服务和拓展高净值客户，充分考虑客户风险的偏好和财务状况，为客户提供个性化的投资建议和财富规划。 任职资格
- 本科及以上学历；
- 五年以上金融行业从业经验，有私行理财经验者优先；
- 熟悉银行理财、基金、债券、股票及衍生品等复杂金融产品，营销能力强，持有CFP、AFP等证照者优先；
- 追求卓越，具有商业敏感性，沟通协调能力强；遵纪守法，无不良从业记录，合规意识强。

## At a glance
- Posted by the employer: Sep 16, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 厦门市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=C4DEA79E50EE4650AFE5590204A7E880)

## More jobs at Ping An Insurance Group

### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/77d5d90ae7802cbed264/)

厦门市

### [业务支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0794dcd5f2042d4b63bb/)

厦门市

### [业务管理室经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/956770a1e31fdd05ec4e/)

厦门市

### [个贷业务团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/bd2a6bdbcb3278b83c5a/)

厦门市

### [个贷业务团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0c1396f7b6f0aa752fec/)

厦门市

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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