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Ping An Insurance Group · 扬州市

# 私行PB

扬州市 

Listed on Ping An Insurance Group’s official careers site. Posted May 8, 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=59A82772B6A744688CE20B29ACCF4F90)

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

## Job description

岗位职责 1．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； 2．通过MGM和自拓增加私行客户，促进潜力客户升级； 3．对接和支持寿险家族传承办公室会员，为会员推荐的高净值客户提供全方位的银行服务； 4．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； 5．全方面满足客户需求，开展交叉销售，以资产配置方式向客户销售银行和集团各子公司金融产品，促进客户升级； 6．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； 7．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 1、本科及以上学历； 2、2年以上金融相关工作经验，条件优秀的可适当放宽 3、具有较强的执行、沟通协调、团队合作能力；熟练运用Office含PPT、EXCEL等 4、职业操守良好，风险意识强，无违法违纪行为

## At a glance
- Posted by the employer: May 8, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 扬州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=59A82772B6A744688CE20B29ACCF4F90)

## More jobs at Ping An Insurance Group

### [业务受理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/9d7424ed2706933da1ad/)

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### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/5f616e9817cb68a78f7b/)

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### [个贷客户经理（房产抵押方向）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/75445d954e07de93e87e/)

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### [企康项目组健康服务专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/63a0e1bc46c4c92a5b82/)

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### [内控合规主任](https://jobs.opennash.com/companies/ping-an-insurance/jobs/a89959e2e243e375d9f4/)

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

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