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Ping An Insurance Group · 宁波市

# 财富专员

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted February 26, 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=155D51B49B3D46C8ACEFF3C1AE42C9F9)

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

## Job description

岗位职责
- 负责客户的服务及维护，为客户提供财富管理、产品配置等相关服务，
- 针对客群特点提供针对性服务和产品，积极参与培训，提升个人客户经营的专业性。 任职资格.有证券从业或者相关工作经验优先， 2.已通过证券从业考试，具备基金销售资格，证券投资咨询资格优先，
- 遵守职业准则，严格保守客户信息，无违规及处罚记录。

## At a glance
- Posted by the employer: Feb 26, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 236 days
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=155D51B49B3D46C8ACEFF3C1AE42C9F9)

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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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