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Ping An Insurance Group · 徐州市

# 徐州分行私人财富顾问

徐州市 

Listed on Ping An Insurance Group’s official careers site. Posted August 20, 2024. 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=52DB52C86E7048418E3B15C5165E6FE3)

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

## Job description

岗位职责
- 负责开拓维护私行及财富客群，保持客户资产规模及取得增长，增加营收、提高客户忠诚度；
- 经营私行及财富客户，不断挖掘和满足客户需求，为其提供个性化的投资建议、财富分析和规划、保障传承分析和规划，促进客户在我行资产提升；
- 积极配合和参与私行团队管理，避免业务冲突，提供合理化建议，保持积极向上的团队氛围；
- 贯彻合规及风险控制制度要求，提升客户满意度并积极处理客户投诉。 任职资格

### 年龄
- 25-40周岁；

### 学历
- 本科及以上。

### 经验
- 2年及以上金融行业营销经验，保险行业要求从业经验不超过5年，具备私行财富经理、保险营销、高端客户营销工作经理者优先；非金融行业精英。

## At a glance
- Posted by the employer: Aug 20, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 徐州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=52DB52C86E7048418E3B15C5165E6FE3)

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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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