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石家庄分行私行财富团队长

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Onsite

石家庄分行私行财富团队长

平安健康保险股份有限公司

石家庄分行私行财富团队长

3 months ago

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Important information


Contract type:

Permanent

Location:

Shijiazhuang, Hebei, China

Work mode:

Onsite

Published on:

12 August 2026

What they need


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平安银行-平安银行石家庄分行

城市: 石家庄市 经验要求: 5年 招聘人数: 3人 6天前

岗位职责:

  • 1.协助经营机构负责人做好业务团队管理,分解和制定达成团队业务目标的具体工作计划;
  • 2.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;
  • 3.组织团队成员建立、维护和管理所属客户及潜在客户关系,陪同拜访客户,协助维护大客户,提供高水平的服务;
  • 4.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;
  • 5.贯彻合规及风控制度要求,确保团队有品质的持续经营,协调处理客户投诉;
  • 6.完成上级交办的其它工作内容。

岗位要求:

  • 1.本科及以上学历,有5-10年财富管理经验,过往业绩表现良好;
  • 2.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;
  • 3.积极进取、抗压力强、系统思维、目标导向、沟通影响力;具备较好的激励、培养和领导能力;
  • 4.纪律及风控合规意识强,过往无违法违规违纪等不良情形,符合平安银行亲属回避政策。

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