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Ping An Insurance Group · 银川市

# 银川分行贵宾理财经理

银川市 

Listed on Ping An Insurance Group’s official careers site. Posted July 8, 2026. 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=602C942B7D874C32BFE7B1230C38EDFF)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 银川分行贵宾理财经理

## Job description

岗位职责
- 承接维护非寿险渠道推荐的分行财富客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度；
- 通过MGM和自拓增加财富客户，促进潜力客户升级；
- 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和理财方案，实现客户财富的保值增值；
- 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；
- 积极配合和参与财富团队管理，提供合理化建议，保持积极向上的团队氛围；
- 贯彻落实合规风控要求，防范操作风险和业务风险。 任职资格 1、本科及以上学历，学士及以上学位； 2、1年及以上相关工作经验，熟悉银行产品，持有AFP、CFP等理财专业证照者优先； 3、服务意识和营销能力较强，有亲和力，具备较强的责任心、抗压能力和沟通能力； 4、具备良好的职业操守和职业道德，无违规违纪记录，合规意识强。

## At a glance
- Posted by the employer: Jul 8, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 104 days
- Location: 银川市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=602C942B7D874C32BFE7B1230C38EDFF)

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

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