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Ping An Insurance Group · 扬州市

# 理财经理

扬州市 

Listed on Ping An Insurance Group’s official careers site. Posted December 2, 2020. 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=E132FECF741244BBB3DAB9A1CF43DDD0)

[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
- 为客户提供产品咨询、推荐等全方位且专业的金融服务；
- 重点维护与拓展准财富客户，为客户提供专业化的理财服务，并协助完成厅堂一体化；
- 开展交叉销售，向客户推荐和配置合适产品，管理维护客户关系并制定长期战略合作计划；
- 完成目标任务及领导交办的其他工作事项。 任职资格 1、1年以上相关岗位从业经验者、持AFP/CFP等理财专业证照者优先； 2、有较强的外拓精神，亲和力佳，能适应弹性工作时间； 3、善于沟通，工作态度热忱，能承受一定压力。

## At a glance
- Posted by the employer: Dec 2, 2020
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 扬州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=E132FECF741244BBB3DAB9A1CF43DDD0)

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

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