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Ping An Insurance Group · 常州市

# 常州分行财富业务团队长

常州市 

Listed on Ping An Insurance Group’s official careers site. Posted November 20, 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=7683D8E1E8C648CDA8CC84F584D15CDC)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 常州分行财富业务团队长

## Job description

岗位职责 1．协助私行中心总或支行长做好业务团队管理，结合业务团队的特点，分解和制定达成团队业务目标的具体工作计划； 2．通过有效的日常活动量管理与针对性的辅导训练，提升团队成员技能和产能； 3．组织团队成员建立、维护和管理所属客户及潜在客户关系，陪同拜访客户，协助维护大客户，提供高水平的服务； 4．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； 5．贯彻合规及风控制度要求，确保团队有品质的持续经营，协调处理客户投诉。 任职资格
- 本科及以上学历
- 市场营销、金融等相关专业
- 金融/销售/团队管理从业经验3年及以上
- 市场开拓及服务营销能力强，持有AFP、CFP等理财专业证照者优先
- 有运营主管、综拓团队、零售业务管理经验者优先
- 无经商办企业或兼职行为
- 无监管机构金融违规记录
- 无亲属回避关系

## At a glance
- Posted by the employer: Nov 20, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 常州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=7683D8E1E8C648CDA8CC84F584D15CDC)

## More jobs at Ping An Insurance Group

### [个贷客户经理（房产抵押方向）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7e20bd90a268955e529e/)

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### [产险常州中支车险部管培生](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d4d06a0c372dbfb5fe8e/)

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### [区域主管（常州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/8fa485eff8848194fe73/)

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### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f8aa4087dd81cb373252/)

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

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