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Ping An Insurance Group · 成都市

# 财富团队长

成都市 

Listed on Ping An Insurance Group’s official careers site. Posted October 19, 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=FD8712058ACD40F88F9E1E994FB12077)

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

## Job description

岗位职责
- 协助支行长做好业务团队管理，结合业务团队的特点，制定达成团队业务目标的具体工作计划。
- 通过有效的日常活动量管理与针对性的辅导训练，提升团队成员技能和产能。
- 组织团队成员建立、维护和管理所属客户及潜在客户关系，陪同拜访客户，协助维护大客户，提供高水平的服务。
- 贯彻合规及风控制度要求，确保团队有品质的持续经营，协调处理客户投诉。
- 完成上级交办的其它工作。 任职资格

### 学历持证
- 本科及以上学历，需持有基金从业资格证；

### 素质要求
- 有良好的规划策划、分析并解决问题能力；良好的沟通协作、担当精神，自驱力强，善于管理团队；亲和力强、有服务意识和销售特质。

### 专业能力
- 在销售管理、营销领域具有丰富经验，熟悉银行各类型产品；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；

### 行业经验
- 金融业营销经验5年及以上，过往业绩表现良好，有管理经验者优先。

### 职业操守
- 职业操守良好，风险合规意识强，无违法、违规及不良从业记录。

## At a glance
- Posted by the employer: Oct 19, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 1 day
- Location: 成都市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=FD8712058ACD40F88F9E1E994FB12077)

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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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