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Ping An Insurance Group · 大连市

# 私行业务团队长

大连市 

Listed on Ping An Insurance Group’s official careers site. Posted February 15, 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=F211E5429D01440990A584C3E8D41D90)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行业务团队长

## Job description

岗位职责
- 协助私行中心总做好财富业务及团队管理；
- 团队日常活动量管理和针对性的辅导训练；
- 组织团队建立、维护和管理客户关系，陪访、维护大客户，提供高水平服务；
- 贯彻合规及风控制度要求。 任职资格
- 本科以上学历，有5年财富业务工作经验和3年以上管理经验；
- 熟悉影响流程和银行产品，有一线销售经验，服务营销能力强，持有AFP、CFP等理财专业证照者优先；
- 遵纪守法、廉洁自律、具有较强的进取精神，无违法违纪记录。

## At a glance
- Posted by the employer: Feb 15, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 大连市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F211E5429D01440990A584C3E8D41D90)

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### [公司业务客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7aadd91069778191482b/)

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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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