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Ping An Insurance Group · 上海市

# 上海分行-私行团队长

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted November 11, 2025. 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=844B815AB6284F3DAE0EC6C462FAF282)

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

## Job description

岗位职责
- 协助私行中心总做好业务团队管理，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；
- 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，协助维护高净值客户，提供高水平的服务；
- 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;贯彻合规及风控制度要求，确保团队有品质的持续经营，并协调处理客户投诉。 任职资格 1．本科及以上学历； 2．金融业营销经验5年以上，过往业绩表现良好，有管理经验者优先； 3．熟悉营销流程和银行产品，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； 4．积极进取、抗压力强、目标导向、沟通能力强；纪律及合规意识强。

## At a glance
- Posted by the employer: Nov 11, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 343 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=844B815AB6284F3DAE0EC6C462FAF282)

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