友邦人寿保险有限公司北京分公司
管理培训生-高净值业务部
2 months ago
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Important information
Contract type:
Permanent
Location:
Shanghai, China
Work mode:
Onsite
Published on:
4 September 2026
What they need
该职位来源于猎聘 岗位职责: -策略落地:根据部门策略规划,制定分渠道/分客群的推动路线图,并牵头试点落地; -产品适配:联合精算、法律、投资、科技团队,完成高端年金、终身寿险、保险金信托等产品的场景化改造、组合方案说明书; -产品研究与推广支持:深度调研市场主流高净值产品,参与部门内部“产品打磨会”,从用户视角提出优化建议;协助制作面向一线团队的产品推广材料,确保内容兼具专业性与传播力; -渠道赋能:面向合作银行私行部、券商高净值中心、律所合伙人,开展深度培训与联合展业; -流程再造:主导优化高净值客户投保全流程。 岗位要求: −本科及以上学历,市场营销、金融、精算等相关专业优先; −符合友邦文化价值观,谦逊、踏实、且具有共赢意识; −英文能力优秀,听说读写流利; −具备极强的目标规划能力、适应力、学习创新力、坚韧耐挫力、內驱力; −能够接受异地、跨部门的轮岗工作。
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