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Ping An Insurance Group · 大连市

# 企业年金基金业务经理

大连市 

Listed on Ping An Insurance Group’s official careers site. Posted September 22, 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=B52B38CCB2B94E14B1608148CD3C5886)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 企业年金基金业务经理

## Job description

岗位职责

### 市场拓展
- 深入开展行业调研与需求分析，精准把握政策导向、客户痛点与期望，挖掘潜在商业机会；

### 专业支持
- 为客户提供企业年金受托计划设计与投资组合管理咨询服务，定制具有竞争力的企业年金解决方案，驱动客户资产增值；

### 客户服务
- 整合客户全方位信息，通过提供精准化服务支持，构建长期稳定的战略合作关系。 任职资格
- 大学本科及以上学历，金融类、经济类、社会保障类专业优先；
- 具备扎实的专业金融知识储备，了解基金产品运作机制及相关法律法规，持有CFA、基金/证券从业资格证等优先；
- 具备出色的沟通表达能力和人际交往能力，坚韧抗压，责任心强。

## At a glance
- Posted by the employer: Sep 22, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 28 days
- Location: 大连市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=B52B38CCB2B94E14B1608148CD3C5886)

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### [公司业务管理部总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/50521c7e68ddce355ccd/)

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

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