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Ping An Insurance Group · 兰州市

# 贵宾理财经理

兰州市 

Listed on Ping An Insurance Group’s official careers site. Posted August 27, 2026. 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=16A9263D721D4180A65C9D186BEE9211)

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

## Job description

岗位职责
- 按照分层经营的理念服务客户，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、保险保障等方案，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，提升客户层级；
- 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。 任职资格
- 本科以上学历，有1-3年贵宾理财经理工作经验，
- 具有较好的领悟、规划策划、分析并解决问题能力，沟通协作能力及执行力强，专业知识储备丰富。
- 持有基金从业资格证书。
- 有银行、证券、基金等金融行业从业经历，有一定销售技能、客户经营能力和财富管理理念。
- 具备良好的品行与职业操守，无金融行业违规违纪禁入情形。

## At a glance
- Posted by the employer: Aug 27, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 54 days
- Location: 兰州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=16A9263D721D4180A65C9D186BEE9211)

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