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China Taiping Insurance · 上海市 +2 more

# 太平基金—机构销售岗（北京、上海、深圳）

上海市 +2 more 

Listed on China Taiping Insurance’s official careers site. Posted July 31, 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=32626a14-16a8-4167-aa6b-d7d060558a23)

[OpenNash Jobs](https://jobs.opennash.com/) / [China Taiping Insurance](https://jobs.opennash.com/companies/china-taiping-insurance/) / 太平基金—机构销售岗（北京、上海、深圳）

## Job description

### 销售实施
- （1）落实机构客户群体的开发与拓展，包括银行、保险、证券公司等各类机构客户，了解不同机构投资者需求与偏好，并推介合适的公募基金与专户产品； （2）落实机构销售业务，配合部门机构营销策略和目标，有效实施机构营销计划，达成预期销售目标。

### 销售服务
- （1）推进机构客户的持续跟踪与服务，密切跟进各类机构客户需求变化，并根据客户偏好与特点提供专业化、差异化服务，提升客户满意度； （2）不定期组织机构投资者交流、路演、培训、投资者教育等活动，提供外部客户与内部投研沟通平台。
- 收集各类机构客户信息、行业动态及市场数据，及时反馈给部门总监，为公司营销策略与产品策略提供建设性建议；
- 公司交办的其他相关工作。
- 本科及以上学历学位。
- 三年以上基金、证券、银行、保险等机构销售经验，具有保险、财务公司、银行、券商、中大型企业等机构客户资源者优先。
- 具备基金从业资格证；熟悉国家相关政策、行业法律法规，对投资及基金等金融产品有一定认识。
- 优秀的机构客户开拓能力与产品销售技巧；优秀的机构客户关系维护能力与客户服务意识；较强的沟通协调能力与市场信息敏锐度。

## At a glance
- Posted by the employer: Jul 31, 2026
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 81 days
- Location: 上海市 +2 more[Apply on China Taiping Insurance’s careers site →](https://cntp.zhiye.com/social/detail?jobAdId=32626a14-16a8-4167-aa6b-d7d060558a23)

## More jobs at China Taiping Insurance

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

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