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Ping An Insurance Group · 淄博市

# 淄博分行私行财富顾问

淄博市 

Listed on Ping An Insurance Group’s official careers site. Posted February 28, 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=F9C83842D39540319C1C05AF257E9D85)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 淄博分行私行财富顾问

## Job description

岗位职责
- 承接维护分行私行客户，建立和维护高净值客户群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度；
- 通过MGM和自拓增加私行客户，促进潜力客户升级；
- 对接和支持寿险家族传承办公室会员，为会员推荐的高净值客户提供全方位的银行服务；
- 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、财富分析和规划，做好客户的风险偏好、财务状况评估，向客户推荐合适的产品；
- 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；
- 贯彻合规及风控制度要求，确保有品质的持续经营，协调处理客户投诉。 任职资格

### 学历
- 本科及以上学历；

### 经验
- 2年以上金融相关工作经验；

### 专业能力
- 熟悉全球资本市场和投资产品，了解证券、基金、理财、保险产品，具有资产配置与财富管理理念和相应技能；

### 素质要求
- 具有较强的执行力、沟通协调和团队合作能力、良好的职业操守、优秀的个人形象，卓越的表达能力，风险合规意识强，无违法违纪行为；
- 具有基金从业资格或持有AFP、CFP等理财专业证照者优先。

## At a glance
- Posted by the employer: Feb 28, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 淄博市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F9C83842D39540319C1C05AF257E9D85)

## More jobs at Ping An Insurance Group

### [【淄博】社区网格区域主任](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b0e3da871cbe921dab46/)

淄博市

### [【淄博】社区网格区域经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/29114615b5e53f8bc08a/)

淄博市

### [创展渠道专员（淄博）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b4f602a97bf610250c72/)

淄博市

### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/48adfe4151a428761c99/)

淄博市

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

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