[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Ping An Insurance Group jobs](https://jobs.opennash.com/companies/ping-an-insurance/) · [Search jobs](/search/)

Ping An Insurance Group · 德阳市

# 德阳分行私行财富客户经理-财富

德阳市 

Listed on Ping An Insurance Group’s official careers site. Posted October 31, 2025. 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=A00AF7B2B37D4830BBCC60AAF7A602CB)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 德阳分行私行财富客户经理-财富

## Job description

岗位职责
- 承接和维护支行分层经营客户，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；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；
- 贯彻合规及风控制度要求，确保业务品质及合规。 任职资格 1. 本科及以上学历； 2. 1年及以上银行工作经验，熟悉财富管理、金融业务拓展； 3. 具备基金从业资格证；有AFP、CFP等相关理财从业资格证者优先； 4. 抗压能力强，有较强的沟通协调能力； 5. 遵纪守法、合规意识强，无违法记录或行业不良记录。

## At a glance
- Posted by the employer: Oct 31, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 354 days
- Location: 德阳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A00AF7B2B37D4830BBCC60AAF7A602CB)

## More jobs at Ping An Insurance Group

### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/87c9a90633f773491139/)

德阳市

### [德阳-理赔作业岗（车物）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7c3bc8804fd4f55195aa/)

德阳市

### [德阳分行个贷团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6dbf25972dd2d0103f97/)

德阳市

### [德阳分行个贷经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e02151e19d5f67f6b82b/)

德阳市

### [德阳分行储备支行长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/3b92b0899069ccfaa6db/)

德阳市

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)