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Ping An Insurance Group · 济南市

# 济南分行私人财富顾问

济南市 

Listed on Ping An Insurance Group’s official careers site. Posted July 11, 2023. 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=BDAD5F00F2C546BFB0FDC53146F9E278)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 济南分行私人财富顾问

## Job description

岗位职责 负责开拓维护私行及财富客群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度； 经营私行及财富客户，不断挖掘和满足客户需求，为其提供个性化的投资建议、财富分析和规划、保障传承分析和规划，促进客户在我行资产提升； 积极配合和参与私行团队管理，避免业务冲突，提供合理化建议，保持积极向上的团队氛围； 贯彻合规及风控制度要求，提升客户满意度并积极处理客户投诉。

### 任职资格 学历

本科及以上学历； 经验：2年及以上金融行业相关岗位工作经验，具备私行理财经理、保险营销、高端客户营销工作经历者优先； 专业能力：熟悉银行产品、保险相关理论和保障类工具，擅长保障类规划，具有较强的服务营销能力和商业敏感性；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，具备优秀的团队合作和沟通协调能力；无不良从业记录，责任心和合规意识强。

## At a glance
- Posted by the employer: Jul 11, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 济南市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=BDAD5F00F2C546BFB0FDC53146F9E278)

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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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