中信保诚人寿保险有限公司
私人财富管理顾问
7 months ago
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Important information
Contract type:
Permanent
Location:
Beijing, China
Work mode:
Onsite
Published on:
8 August 2026
What they need
该职位来源于猎聘 “私人财富管理顾问（英文名称：Private Wealth Management Advisor，简称：ＰＷA）”：致力于为高净值客户提供定制化、综合化的财富规划与保险金融解决方案。另外配设BD岗作负责批量获客及客户KYC，将优质客户引荐给PWA，凭借PWA专业能力及深度经营最终落地，成果双算。以“专业分工+动态协作”的模式构建跨职能的价值创造闭环。主要岗位职责： （一）客户经营与深度服务 （二）业务开拓与目标达成 （三）专业财务方案设计与实施 （四）大单协谈与专业支持
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