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Ping An Insurance Group · 广西壮族自治区

# 南宁分行 私行理财经理

广西壮族自治区 

Listed on Ping An Insurance Group’s official careers site. Posted December 2, 2020. 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=AE6D73C585DE42B8919C48622C8332AC)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 南宁分行 私行理财经理

## Job description

岗位职责 1.建立和维护高净值客户群体，分析挖掘客户需求；根据客户需求，为客户提供理财咨询、投资建议、财务分析和规划等全方位的理财服务，做好客户的风险偏好、财务状况评估工作； 2.通过各类营销推广活动开发新客户。 任职资格
- 本科及以上学历，取得学位证和学历证；
- 从事经济工作3年以上（其中，从事银行工作2年以上）；熟悉银行零售业务产品，了解各类个人客户的金融需求；
- 具有基金、保险从业资格证书优先；
- 具有较高的业务水平，在以前的工作中无违法违纪现象；
- 具有较强营销意识，执行能力具有良好的市场开拓能力和社会资源 。

## At a glance
- Posted by the employer: Dec 2, 2020
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 广西壮族自治区[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=AE6D73C585DE42B8919C48622C8332AC)

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