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Ping An Insurance Group · 柳州市

# 柳州分行财富团队长

柳州市 

Listed on Ping An Insurance Group’s official careers site. Posted August 26, 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=8A3DF9C3901D432A9C3D9D968A1727F5)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 柳州分行财富团队长

## Job description

岗位职责
- 管理厅堂财富指标；
- 建立和维护客户群体，分析挖掘客户需求；
- 根据客户需求，为客户提供理财咨询、投资建议、财务分析和规划等全方位的理财服务，做好客户的风险偏好、财务状况评估工作；
- 通过各类营销推广活动开发新客户。 任职资格 1、本科及以上学历； 2、具备复杂产品销售经验和资产配置专业能力，持有基金资格证、AFP、CFP等证书优先； 3、3-5年相关工作经验，销售经验丰富，具备优秀的管理统筹能力，抗压能力强。

## At a glance
- Posted by the employer: Aug 26, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 55 days
- Location: 柳州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=8A3DF9C3901D432A9C3D9D968A1727F5)

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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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