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Ping An Insurance Group · 无锡市

# 产品顾问

无锡市 

Listed on Ping An Insurance Group’s official careers site. Posted February 14, 2022. 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=500B41CB49694A4A848F07260CF5F571)

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## Job description

岗位职责 1．负责公募、理财、存款等财富产品推动，根据总行产品推动节奏及要求，并结合分行实际，做好产品的组合、包装、落地推广、推动，实现产品销售，提升资产规模。 2．推动队伍从单一产品销售向从客户视角出发的资产配置转型，推动私财客户产品渗透率、财富健康度提升。 3．配合总行及片区、对所属机构相关产品进行培训、督导及推动。 4．负责复杂产品推动，对分行私钻客群需求的大类产品推动指标负责。在总行产品策略指引下制定分行产品推动策略。 5．研究分行本地私钻客群和主要渠道产品需求、搜集同业市场产品信息，与总行产品、推动、投顾团队对接和及时反馈。 6．承担当地分行产品中台角色，推动投研、投顾、投后服务在分行落地，统筹负责分行产品培训。 任职资格 1．本科及以上学历，金融相关专业优先。 2．两年以上金融从业经验，熟悉金融产品，有产品推动相关经验，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。 3．具备较好的数据分析能力和沟通协调能力。

4．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: Feb 14, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 无锡市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=500B41CB49694A4A848F07260CF5F571)

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### [个贷团队长（江阴地区）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/80985b901e8bcc77a04e/)

无锡市

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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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