[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 · 太原市

# 太原分行私行财富客户经理

太原市 

Listed on Ping An Insurance Group’s official careers site. Posted August 25, 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=691645A66F3F47B1B79D82B3ECBB4536)

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

## Job description

岗位职责

### 了解客户的需求
- 服务高净值客户，洞察客户财务状况、投资目标及风险偏好，建立并维护长期稳定的客户关系。

### 量身定制资产配置方案
- 根据市场变化与客户需求，为客户提供涵盖理财、基金、保险、信托等多元化产品的综合资产配置方案。

### 做好投资后的跟进服务
- 进行投后服务，解答投资疑问。

### 保障客户权益
- 严格遵守监管规定及银行规章制度，防范销售风险与合规风险，保障客户合法权益。 任职资格
- 具备丰富的金融产品知识和产品理解能力，熟悉资产配置的基本原理。经济学专业优先；持有CFA、CFP、AFP、FRM、基金从业资格证优先。
- 具备银行等金融行业销售类工作1年及以上经验，或其他行业2年及以上销售经验优先。
- 具备主动拓客意识，有亲和力、擅于倾听、能够快速建立客户信任，获悉客户需求，把握好促成时机。

## At a glance
- Posted by the employer: Aug 25, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 56 days
- Location: 太原市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=691645A66F3F47B1B79D82B3ECBB4536)

## More jobs at Ping An Insurance Group

### [【三级机构】政农总监](https://jobs.opennash.com/companies/ping-an-insurance/jobs/da93ff1a647ed629bfbd/)

太原市

### [【全省】高销客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f1431ff8913491d145f2/)

太原市

### [【分公司】人才发展运营岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6cee9e70bd8444816287/)

太原市

### [【分公司】内控合规岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f9c26043743ddbb2923f/)

太原市

### [【分公司】农险理赔专岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b8f6047c51c6e690f94e/)

太原市

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/)