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Ping An Insurance Group · 上海市

# 综合金融项目经理

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted October 16, 2020. 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=5B786DA40D7547488602194F26A1DC54)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 综合金融项目经理

## Job description

岗位职责
- 对公客户经理，搜集市场信息，经营客户关系，建立互信的工作关系，包括新客户的开拓和老客户的维护；
- 学习掌握养老险主业产品，以及平安银行、平安租赁、平安证券、平安健康险、平安财产险、平安信托、平安不动产等专业公司对公产品，掌握专业知识，依托平安集团综合金融平台优势，为企业提供全面的金融咨询与服务；
- 了解市场，进行行业分析，通过行业研究开拓企业客户；
- 了解企业客户保险及养老福利、员工体检、企业投融资、公司理财、企业年金等需求，提供合理化福利保障方案建议，帮助企业健全员工福利体系；

### 工作地
- 上海静安区常熟路8号；

### 联系人
- 陈佳漪；021-62078373、15900965153；chenjiayi299@pingan.com.cn。 任职资格
- 大专及以上学历，金融、财务、保险相关专业优先；
- 具备快速的学习能力，优秀的口头和书面表达能力；
- 具备office办公能力，特别是良好的数据处理能力；
- 了解销售工作的特性，能够承受销售工作的挑战；
- 五官端正、形象气质佳。

## At a glance
- Posted by the employer: Oct 16, 2020
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=5B786DA40D7547488602194F26A1DC54)

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

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