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Ping An Insurance Group · 长沙市

# 贵宾理财经理

长沙市 

Listed on Ping An Insurance Group’s official careers site. Posted January 23, 2025. 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=220BDB93EF29494C971092681904BB38)

[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
- 承接和维护支行分层经营的移交客户，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，促进客户升级。
- 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，确保业务品质及合规。 任职资格
- 本科及以上学历优先。
- 银行理财经理从业经验2年及以上，服务营销能力强优先。
- 取得基金、保险、证券从业资格，持有AFP、CFP等资格优先。
- 行为举止得体大方，亲和力强；有服务意识和销售特质，责任心强，积极认真，抗压力强；思维敏捷，沟通有说服力，目标导向；纪律及合规意识强。

## At a glance
- Posted by the employer: Jan 23, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 长沙市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=220BDB93EF29494C971092681904BB38)

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