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Ping An Insurance Group · 深圳市

# 综合金融策略分析岗

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted April 1, 2021. 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=9725148D5DFE490693A56E81F1999E7C)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 综合金融策略分析岗

## Job description

岗位职责

### 总部业务政策及客户经营策略制定
- 按照业务发展要求，设计制定客户经营、AUM、存款提升的综合经营策略，设计互联网线上营销及活动方案，提供精细化的客户资产经营及提升方案；

### 项目管理及流程sop制定
- 通过与总分行、总部各分部保持充分沟通协作，梳理业务场景、流程sop制定、创新产品产出，推进项目达成既定目标；

### 业绩追踪及分部管理
- 追踪各分部综合金融日常管理工作，对年度、月度计划进行规划、追踪、辅导及支持；
- 熟练常用办公工具使用（ppt、excel等），对工作汇报、文案写作、工作主动性及学习逻辑能力要求较高。 任职资格
- 本科及以上学历，两年以上金融机构工作经验；
- 熟悉金融业务，具有扎实的金融基础理论、财务管理及投资理论知识，熟悉行业管理的法律、法规和其他相关政策；
- 具备良好的沟通协调技巧、扎实的写作报告能力、敏锐快捷的市场反应能力及风险合规意识；
- 品行端正、逻辑思维强、严谨细致、踏实负责、良好的团队协作精神。

## At a glance
- Posted by the employer: Apr 1, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9725148D5DFE490693A56E81F1999E7C)

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

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