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Ping An Insurance Group · 宁波市

# 机构财富

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted August 21, 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=A7A67FBC1A474D2D8D3B4F702E2D54EE)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 机构财富

## Job description

岗位职责
- 负责开发并维护机构客户及高净值客户，做好客户服务、资产配置等一揽子综合金融要求；
- 深度了解客户需求，为客户提供专业的资产配置与投顾服务、促成产品销售及交易达成；
- 负责组织开展机构及高净值客户相关的拓展、维护、服务等相关服务。 任职资格
- 具备证券和基金从业资格；
- 熟悉市场上各类金融产品，具备良好的客户服务思维、同时具备金融行业产品研究经验、有产品销售经验优先；
- 具有独立为客户出具方案建议能力，有较强的学习能力和文字功底；
- 具有良好的沟通表达能力，较强团队合作精神及主动服务意识；
- 有良好的路演能力；
- 金融相关工作经验三到五年以上

## At a glance
- Posted by the employer: Aug 21, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 60 days
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A7A67FBC1A474D2D8D3B4F702E2D54EE)

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### [个贷客户经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4059fb3515a2687f5b74/)

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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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