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Ping An Insurance Group · 大连市

# 私行财富客户经理

大连市 

Listed on Ping An Insurance Group’s official careers site. Posted November 12, 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=4AF87BEB945D4CCB9A9275D8E8B4B0AC)

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

## Job description

岗位职责
- 不断挖掘和满足客户需求，提供个性化投资建议和理财方案
- 做好客户的承接、维护及拓展工作；提升客户资产规模，促进潜力客户升级
- 贯彻合规及风控制度要求，确保业务品质及合规服务 任职资格 1.本科及以上学历 2.2年以上同业相关工作经验 3.具备基金从业资格 4.无违规违纪或不良行为记录

## At a glance
- Posted by the employer: Nov 12, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 342 days
- Location: 大连市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=4AF87BEB945D4CCB9A9275D8E8B4B0AC)

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大连市

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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