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Ping An Insurance Group · 泉州市

# 私人银行团队长

泉州市 

Listed on Ping An Insurance Group’s official careers site. Posted July 2, 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=246A331FBC834761A8F6526355CDA03E)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私人银行团队长

## 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；
- 协助完成私行中心总交办的客户活动组织、渠道沙龙等中心运作的其他事项。 任职资格
- 本科及以上学历；
- 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；
- 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；
- 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: Jul 2, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 泉州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=246A331FBC834761A8F6526355CDA03E)

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### [IFP](https://jobs.opennash.com/companies/ping-an-insurance/jobs/049bf633304f7a30df10/)

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### [专营个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/ad50de43e05d3fc3e152/)

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### [业务分析岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/aa2febf4cbf1f50b7273/)

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

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