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Ping An Insurance Group · 徐州市

# 理财经理

徐州市 

Listed on Ping An Insurance Group’s official careers site. Posted January 20, 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=6FA35428595244BA9D7D49F895D3BD6F)

[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
- 承接维护非寿险渠道推荐的分行财富客户，保持客户资产规模并取得增长，增加营收、提高客户忠诚度；
- 通过MGM和自拓增加财富客户，促进潜力客户升级；
- 以客户为中心，不断挖掘和满足客户需求，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；
- 全方面满足客户需求，开展交叉销售，以资产配置方式向客户销售银行和集团各子公司金融产品，促进客户升级；
- 积极配合和参与财富团队管理，提供合理化建议，保持积极向上的团队氛围；
- 贯彻合规及风控制度要求，确保业务品质及合规。 任职资格
- 本科以上学历，有1-3年金融从业经验及以上，服务营销能力强，有财富理财经验者优先；

### 专业能力
- 熟悉银行产品，服务营销能力强，持有AFP、CFP等理财专业证照者优先；

### 素质要求
- 亲和力强、有服务意识和销售特质、责任心强、积极认真，抗压力强、沟通有说服力、纪律及合规意识强。

## At a glance
- Posted by the employer: Jan 20, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 徐州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=6FA35428595244BA9D7D49F895D3BD6F)

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

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