[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Ping An Insurance Group jobs](https://jobs.opennash.com/companies/ping-an-insurance/) · [Search jobs](/search/)

Ping An Insurance Group · 大连市

# 私人财富顾问(PWA)

大连市 

Listed on Ping An Insurance Group’s official careers site. Posted August 3, 2023. 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=F485510D2621477C89E42A40DBC9854E)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私人财富顾问(PWA)

## Job description

岗位职责
- 承接和维护支行分层经营的移交客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度；
- 通过MGM和自拓增加财富客户，促进潜力客户升级；
- 以客户为中心，不断挖掘和满足客户需求，为客户提供个性化的投资建议和理财方案，实现客户财富的保值增值；
- 全方面满足客户需求，开展交叉销售，以资产配置方式向客户销售银行和集团各子公司金融产品，促进客户升级。
- 积极配合和参与财富团队管理，提供合理化建议，保持积极向上的团队氛围；贯彻合规及风控制度要求，确保业务品质及合规。 任职资格
- 本科以上学历，有2年以上金融从业经验；
- 具备私行理财经理，保险营销、高端客户营销经验者优先；
- 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: Aug 3, 2023
- 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=F485510D2621477C89E42A40DBC9854E)

## More jobs at Ping An Insurance Group

### [2G客户经理-辽宁](https://jobs.opennash.com/companies/ping-an-insurance/jobs/aef17f78fc72660dfcad/)

大连市

### [企业年金基金业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7b426e26a6a3e9b54f6f/)

大连市

### [健康服务专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4e0cdb4b7715a8290ef7/)

大连市

### [公司业务团队总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/a78d32ed1e2b8be535cc/)

大连市

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

大连市

## Similar jobs at other companies

### [私人财富顾问(PWA)](https://jobs.opennash.com/companies/founder-securities/jobs/b28c25ef4e7008b6b2f6/)

Founder Securities · 上海市 +8 more

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)