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Ping An Insurance Group · 湛江市

# 湛江分行营业部理财经理

湛江市 

Listed on Ping An Insurance Group’s official careers site. Posted October 9, 2021. 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=65C5470B63974A9CB644850A168789AA)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 湛江分行营业部理财经理

## Job description

岗位职责
- 维护与拓展财富客户，促进财富客户资产规模的持续增长，提高其忠诚度，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；
- 为团队提供合理化建议，提升团队各项品质；
- 贯彻合规及风控制度要求，确保业务品质及合规服务； 任职资格
- 本科及以上学历；
- 银行理财经理从业经验2年及以上；
- 服务营销能力强，持有基金从业资格证，持有AFP、CFP等理财专业证照者优先。

## At a glance
- Posted by the employer: Oct 9, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 湛江市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=65C5470B63974A9CB644850A168789AA)

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### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/9c9e27cebc6aa4eca214/)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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