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Ping An Insurance Group · 厦门市

# 私行财富客户经理

厦门市 

Listed on Ping An Insurance Group’s official careers site. Posted March 12, 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=78AE9054686344C6910E8C93AF76D6C9)

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

## Job description

岗位职责

### 了解客户的需求
- 服务高净值客户，洞察客户财务状况、投资目标及风险偏好，建立并维护长期稳定的客户关系；

### 量身定制资产配置方案
- 根据市场变化与客户需求，为客户提供涵盖理财、基金、保险、信托等多元化产品的综合资产配置方案；

### 做好投资后的跟进服务
- 进行投后服务，解答投资疑问；

### 保障客户权益
- 严格遵守监管规定及银行规章制度，防范销售风险与合规风险，保障客户合法权益。 任职资格
- 本科及以上学历；
- 具备丰富的金融产品知识和产品理解能力，熟悉资产配置的基本原理；
- 具备银行等金融行业销售类工作1年及以上经验，或其他行业2年及以上销售经验；
- 具备主动拓客意识， 有亲和力、 擅于倾听、 能够快速建立客户信任， 获悉客户需求， 把握好促成时机；
- 遵纪守法，无不良从业记录，合规意识强。

## At a glance
- Posted by the employer: Mar 12, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 222 days
- Location: 厦门市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=78AE9054686344C6910E8C93AF76D6C9)

## More jobs at Ping An Insurance Group

### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/77d5d90ae7802cbed264/)

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### [业务支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0794dcd5f2042d4b63bb/)

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### [业务管理室经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/956770a1e31fdd05ec4e/)

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### [个贷业务团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/bd2a6bdbcb3278b83c5a/)

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### [个贷业务团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0c1396f7b6f0aa752fec/)

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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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