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China Taiping Insurance · 上海市, 浦东新区

# 养老总部-投资业务部-服务经理岗

上海市, 浦东新区 

Listed on China Taiping Insurance’s official careers site. Posted September 17, 2026. Check that it is still open and apply there.
[Apply on China Taiping Insurance’s careers site →](https://cntp.zhiye.com/social/detail?jobAdId=789f3499-322c-4db5-8576-6100009f89d6)

[OpenNash Jobs](https://jobs.opennash.com/) / [China Taiping Insurance](https://jobs.opennash.com/companies/china-taiping-insurance/) / 养老总部-投资业务部-服务经理岗

## Job description
- 对负责区域机构进行投资业务管理及服务工作，定期不定期制作投资报告材料，向受托人、委托人进行现场和非现场投资汇报。
- 参与负责区域投资账户管理，负责投资账户资产配置方案制订、协调、督导落实，进行投资业绩追踪管理。负责区域投资账户的资产转移、承接、沟通、管理等工作。
- 参与并协助区域投资客户的沟通维护，协助区域投资业务需求的沟通、协调和解决。负责各类新金融产品配置的申请材料制作及沟通。
- 对接投资组合外部受托人、托管行，办理投资业务相关业务协调及处理。
- 负责对应法人受托机构的业务交流、沟通、维护等工作。
- 其他负责区域内与投资业务相关工作。
- 大学本科及以上学历，金融、投资、保险等专业优先。
- 具有3年以上相关工作经验，有保险、银行、券商资管、基金行业相关工作经验优先。
- 熟练使用WINDOWS/WORD/EXCEL/POWER POINT等办公软件。
- 具备良好的协调沟通能力，独立解决问题的能力及较强的抗压能力。
- 认同公司企业文化，身体健康、心理健康，遵纪守法、诚实守信，具有良好的个人品质和职业道德，无不良从业记录。

## At a glance
- Posted by the employer: Sep 17, 2026
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 33 days
- Location: 上海市, 浦东新区[Apply on China Taiping Insurance’s careers site →](https://cntp.zhiye.com/social/detail?jobAdId=789f3499-322c-4db5-8576-6100009f89d6)

## More jobs at China Taiping Insurance

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### [养老总部-投资管理中心-权益投资经理](https://jobs.opennash.com/companies/china-taiping-insurance/jobs/19910b0b4170f5a46ffe/)

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

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