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Ping An Insurance Group · 盐城市

# 理财经理

盐城市 

Listed on Ping An Insurance Group’s official careers site. Posted March 10, 2025. Check that it is still open and apply there.
[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=5E56BE823E264C379C7F091423CFB225)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 理财经理

## Job description

岗位职责
- 拓展与维护财富客户，促进财富客户资产规模的持续增长；
- 进行专业化理财服务，根据客户需求，为客户提供个性化的投资建议和理财方案，实现客户财富的保值增值
- 开展交叉销售，以资产配置方式向客户销售投资理财类产品及其他金融产品，促进客户升级 任职资格
- 大学本科（含）以上学历，具有2年以上相关从业经历
- 持有AFP、CFP、基金从业资格等理财专业证照者优先考虑；
- 认同平安文化，具有较好的亲和力、沟通能力、组织协调能力。

## At a glance
- Posted by the employer: Mar 10, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 盐城市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=5E56BE823E264C379C7F091423CFB225)

## More jobs at Ping An Insurance Group

### [PB(私行金融顾问）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6c716b04216df1be7399/)

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### [个人渠道专员](https://jobs.opennash.com/companies/ping-an-insurance/jobs/105c1969e2c7104b3b7b/)

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### [个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/fb09227ca79ca9f1d27a/)

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### [个贷客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/8b25c35727fe5012642d/)

盐城市

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

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