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Ping An Insurance Group · 珠海市

# 私人财富团队总经理

珠海市 

Listed on Ping An Insurance Group’s official careers site. Posted September 30, 2024. 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=CDAB38520E134E609D427006991FFA0E)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私人财富团队总经理

## Job description

岗位职责
- 负责全面推进私行业务，带领PWA新银保队伍开拓和维护私行及财富客户，帮助客户指定资产配置方案，为行内富裕及高净值客户，提供专业、一站式的保障规划及综合金融解决方案，完成私行中心的银保中收、队伍活动量等经营指标；
- 负责中心团队PWA队伍的组件、管理、合规经营、防范规范、提升团队执行力、凝聚力和战斗力，打造“高质量、高产能、高收入”的懂保险的财富管理队伍；
- 积极研究和贯彻总行客户分层经营业务模式、制定和推动实施贯彻总行客户分层经营业务模式，对团队成员的客户经营关系做好日常分配和结构调整，提高效率、确保公平。 任职资格
- 本科及以上学历，3年及以上金融行业营销经验，1年及以上团队管理经验，过往业绩表现优秀，有大型企业销售团队管理经验优先；

### 专业能力
- 具有丰富的营销管理经验，熟悉营销流程、银行产品和保险产品；优秀的系统思维和商业敏感性，具有较强的营销规划能力，持有AFP/CFP理财专业证书、国际保险专业证照优先，曾获得COT/TOT/MDRT/IDA荣誉优先；

### 素质要求
- 认同公司文化，积极进取，结果导向，抗压力强，优秀的沟通影响和团队管理能力；无不良从业记录，责任心和合规意识强。

## At a glance
- Posted by the employer: Sep 30, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 珠海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=CDAB38520E134E609D427006991FFA0E)

## More jobs at Ping An Insurance Group

### [业务推动岗（银保）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cebcb91611f6c6021525/)

珠海市

### [个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6d589ab4577df4be9de3/)

珠海市

### [个贷团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/432aef9524254af86734/)

珠海市

### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/cab37b17b803c76fdffb/)

珠海市

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

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