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Ping An Insurance Group · 广州市

# 广州分行私行二中心私行金融顾问

广州市 

Listed on Ping An Insurance Group’s official careers site. Posted August 16, 2022. 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=220C263C23A443E78973AD8790107501)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 广州分行私行二中心私行金融顾问

## Job description

岗位职责
- 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；
- 做好客户经营维护，保持客户资产规模并取得增长，提高客户忠诚度，提高会员满意度；
- 对接和支持寿险家族传承办公室会员，为会员推荐的高净值客户提供全方位的银行服务；
- 经营维护寿险家族传承办公室会员，支持举办相关客户活动、陪同拜访、落地线索等；
- 贯彻合规及风险控制要求，确保业务品质及合规，避免客户和会员投诉。 任职资格

### 学历要求
- 本科及以上学历；

### 从业经验
- 银行从业经验3年以上；熟悉了解寿险渠道优先考虑并可适当放宽。
- 市场开拓及服务营销能力强，熟悉银行各种金融产品及相关业务，持有AFP、CFP等理财专业证照者优先。

## At a glance
- Posted by the employer: Aug 16, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 广州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=220C263C23A443E78973AD8790107501)

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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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