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Ping An Insurance Group · 温州市

# 私行财富客户经理

温州市 

Listed on Ping An Insurance Group’s official careers site. Posted September 4, 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=FD9D4FC7D3F744158C92BC65F7AC0807)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行财富客户经理

## Job description

岗位职责
- 按照分层经营的理念服务客户，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，提升客户层级；
- 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。 任职资格
- 本科及以上学历；
- 金融、销售、客服从业经验3年及以上，服务营销能力强，有财富管理经验者优先；
- 熟悉银行产品，服务营销能力强，持有基金从业资格证、AFP、CFP等理财专业证照者优先；
- 亲和力强，有服务意识和销售特质、责任心强、积极认真，抗压力强、沟通说服能力强、合规意识强。
- 符合平安银行亲属回避政策；无违规违纪及不良从业记录。

## At a glance
- Posted by the employer: Sep 4, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 46 days
- Location: 温州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=FD9D4FC7D3F744158C92BC65F7AC0807)

## More jobs at Ping An Insurance Group

### [业务推动岗（温州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/817d3e44f4fddd360dbb/)

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### [个贷经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f00d92c57fed1df4092f/)

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### [个贷经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/5562608b70c78e32cc5e/)

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### [人伤查勘岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0b6b599f4943f2f4658c/)

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

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