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Ping An Insurance Group · 淄博市

# 淄博分行贵宾理财经理

淄博市 

Listed on Ping An Insurance Group’s official careers site. Posted February 28, 2024. 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=BA9C3919A1C74342B8E85D9714736682)

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

## Job description

岗位职责
- 负责客户承接和营销，围绕客户全生命周期进行专业化理财资产配置；
- 负责客户维护及服务，根据客户个性化需求提供理财建议，促进客户升级；
- 积极配合参与财富团队管理，保持积极向上的团队氛围。 任职资格
- 本科及以上学历；
- 从事理财投资/理财经理岗位1年及以上；
- 持有AFP/CFP等理财专业证书者优先。

## At a glance
- Posted by the employer: Feb 28, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 淄博市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=BA9C3919A1C74342B8E85D9714736682)

## More jobs at Ping An Insurance Group

### [【淄博】社区网格区域主任](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b0e3da871cbe921dab46/)

淄博市

### [【淄博】社区网格区域经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/29114615b5e53f8bc08a/)

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### [创展渠道专员（淄博）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b4f602a97bf610250c72/)

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### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/48adfe4151a428761c99/)

淄博市

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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