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Ping An Insurance Group · 深圳市

# 客户管理岗

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted August 3, 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=A21A29A3635D4E90B4BDBD68596B96A0)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 客户管理岗

## Job description

岗位职责
- 公司价值客户预算目标分解、执行及检视。
- 制定客户经营策略，搭建客户K0-K3的客户指标和重大项目分解体系，围绕重点客群开展专题分析，赋能经营决策。
- 搭建客户分层经营与梯度培育体系，升级客户综合收益评价模型，推动客户管理平台系统持续升级及数字化建设。
- 牵头建立总行客户部门、总分行客户经营协同机制，裁决争议客户及主办权管理，提升跨域客户协同开发。
- 推动建立客户经营相关的重大项目及创新项目的决策机制，协同各条线推动重大业务机会、创新型项目落地。 任职资格

### 教育背景
- 本科及以上学历，金融、经济、会计、管理等相关专业优先。

### 工作经验
- 有总行或大型分行对公客户管理经验者优先。

### 专业能力
- 熟悉对公产品体系（如信贷、结算、现金管理、供应链金融等），具备客户分层管理、需求挖掘及综合方案设计能力。

### 数据分析
- 能运用数据工具进行客户画像、贡献度分析及流失预警，支撑精准营销与维护策略。

### 其它要求
- 具备良好的跨部门协作能力，逻辑清晰，抗压能力强，具备较强的报告撰写与汇报能力。

## At a glance
- Posted by the employer: Aug 3, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 78 days
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A21A29A3635D4E90B4BDBD68596B96A0)

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