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Ping An Insurance Group · 长春市

# 私行金融顾问

长春市 

Listed on Ping An Insurance Group’s official careers site. Posted July 13, 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=000DF3E34E0D4F79B27D363A3D4BC913)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行金融顾问

## Job description

岗位职责
- 基于市场需求变化，制定和实施理财、基金、债券、 股票及衍生品等复杂金融产品的营销计划，完成年度业绩目标；
- 服务和拓展高净值客户，充分考虑客户风险偏好和财务状况，为客户提供个性化的投资建议和财务规划；
- 贯彻合规及风控制度要求，积极提升客户满意度和忠诚度，推动客户资产规模增长；
- 完成领导交办的其他工作。 任职资格
- 本科及以上学历；
- 从事理财投资、理财经理5年以上工作经验，有私行理财经验者优先；
- 熟悉银行产品，服务营销能力强，持有AFP、CFP等理财专业证照者优先；
- 追求卓越、具有商业敏感性、沟通协调能力强、遵纪守法、纪律及合规意识强。

## At a glance
- Posted by the employer: Jul 13, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 99 days
- Location: 长春市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=000DF3E34E0D4F79B27D363A3D4BC913)

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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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