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Ping An Insurance Group · 西安市

# 私行财富部财富管理顾问（FC）

西安市 

Listed on Ping An Insurance Group’s official careers site. Posted August 21, 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=6D1D8A902F1440A592317B7A5BE38C84)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行财富部财富管理顾问（FC）

## Job description

岗位职责

### 业务推动与目标达成
- 负责将总分行的银管策略、产品策略在对接理财经理范围内宣导和落地执行。

### 陪练和陪访赋能
- 协同拜访客户，解答客户异议处理；帮助对接理财经理发现问题，通过示范、角色扮演等进行辅导，提升实战技能。

### 培训实施与知识传递
- 承接总分行培训，负责对接理财经理的转培训，确保理财经理准确理解掌握；组织客户沙龙、小型分享，促进客群经营及萃取经验。

### 工具应用与标准化建设
- 利用数据、分析、总结，为业务提供决策依据，同时监控训后行为。 任职资格
- 大学本科及以上学历，金融相关专业优先。
- 两年以上金融从业经验，熟悉金融产品，有产品销售及推动相关经验，具备专业的财富管理专业能力，有CFA、FRM、CFP/AFP等金融类专业证书者优先。
- 具备较好的数据分析能力和沟通协调能力。
- 目标感强，有恒心、韧劲强，遵纪守法，合规意识强。

## At a glance
- Posted by the employer: Aug 21, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 60 days
- Location: 西安市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=6D1D8A902F1440A592317B7A5BE38C84)

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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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