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Ping An Insurance Group · 上海市

# 上海分行-理财服务经理

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted February 18, 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=E9B31BD08E394C94951333EEF36C5E52)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 上海分行-理财服务经理

## Job description

岗位职责
- 维护及拓展个人客户，促进客户资产规模增长，提高客户忠诚度和满意度；
- 通过MGM和自拓增加客户数，促进潜力客户升级；
- 以全方位的金融理财和资产配置为客户提供资产保值、增值服务；
- 及时了解市场动态，研究客户的个性化理财需求，以客户为中心，不断挖掘和满足客户需求 任职资格
- 本科及以上学历；
- 银行相关从业经验2年及以上；
- 服务和营销意识强，亲和力强；
- 必须持有基金从业资格，有保险从业资格、AFP、CFP等理财证照者优先

## At a glance
- Posted by the employer: Feb 18, 2025
- 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=E9B31BD08E394C94951333EEF36C5E52)

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

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