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Ping An Insurance Group · 东莞市

# 私行团队长

东莞市 

Listed on Ping An Insurance Group’s official careers site. Posted December 17, 2021. 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=3982F005AC9F4ACE923B2915F90CB94A)

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

## Job description

岗位职责 1．协助私行中心总或支行长做好业务团队管理，结合业务团队的特点，分解和制定达成团队业务目标的具体工作计划； 2．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； 3．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； 4．对团队成员的客户经营关系做好日常分配和结构调整，提高效率、确保公平； 5．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。 任职资格 1.本科以上学历，有3-5年私行团队长工作经验 2.5年及以上金融行业营销经验，3年及以上团队管理经验，过往业绩表现优秀，有大型企业销售团队管理经验优先。 3.

### 专业能力

具有丰富的营销管理经验，熟悉营销流程、银行产品和保险产品；优秀的系统思维和商业敏感性，具有较强的营销规划能力，持有AFP/CFP理财专业证书、国际保险专业证照优先 4.

### 素质要求

认同公司文化，积极进取，抗压力强，优秀的沟通影响和团队管理能力；无不良从业记录，责任心和合规意识强。

## At a glance
- Posted by the employer: Dec 17, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 东莞市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=3982F005AC9F4ACE923B2915F90CB94A)

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### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1fa4b7895128fa7e07ec/)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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