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How about Ping An Bank's private wealth consultant work?
Ping An Bank, the full name of Ping An Bank Co., Ltd., is a cross-regional joint-stock commercial bank controlled by China Ping An Insurance (Group) Co., Ltd., and one of Chinese mainland 12 national joint-stock commercial banks. With a registered capital of 501.2335 billion yuan and total assets of nearly 1.37 trillion yuan, it is headquartered in Shenzhen, Guangdong Province.
1. Responsibilities: Responsible for the development and maintenance of private banks and wealth customers, customer redevelopment, maintaining the scale and growth of customer assets, increasing income and enhancing customer loyalty; (provided by the customer resource company, you don't have to find it yourself)
2. Operate private banks and wealth customers, and provide customers with high-end asset allocation, such as funds, insurance policies and placements. Actively cooperate with and participate in the team management of private banks, and strive to complete the assessment content. (Newcomers can get a one-year protection period)
3. Work standard: Education: Bachelor degree or above; Work experience: at least 2 years working experience in relevant positions in financial industry, with private banking, insurance marketing and banking background, and high-end customer marketing experience is preferred;
4. Professional ability: with fund qualification certificate, familiar with banking products, insurance related theories and safety tools, good at safety planning, strong service marketing ability and commercial sensitivity; Holders of AFP/CFP financial management professional certificate and international insurance professional license are preferred, and those with honor of COT/TOT/MDRT/IDA are preferred.
5. Quality requirements: identify with corporate culture, be proactive, result-oriented, and have excellent teamwork and communication and coordination skills; Good work record, strong sense of responsibility and compliance.
6. China Ping An Insurance (Group) Co., Ltd. (hereinafter referred to as "China Ping An") and its holding subsidiaries hold about 2.684 billion shares of Ping An Bank, accounting for about 52.38%, and are the controlling shareholders of Ping An Bank. The company has 34 branches in China and a representative office in Hongkong. 20 12 1, Shenzhen Development Bank, the predecessor of Ping An Bank, acquired Shenzhen Ping An Bank, a subsidiary of Ping An Insurance Group. After the acquisition, SDB changed its name to New Ping An Bank, which officially opened. 2065438+On June 26th, 2009, eight banks including Ping An Bank launched the first batch of enterprise information networking verification systems.
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