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Ping An Insurance Group · 深圳市

# 远程理财服务经理

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted March 4, 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=7ADBF75FF1EB4DD690FCF35EA960BF25)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 远程理财服务经理

## Job description

岗位职责
- 通过AI，微信，电话经营维护银行理财客户、提供给客户合适的投资方案。
- 定期维护银行理财客户，提供产品讯息、权益活动等服务。
- 解答客户疑问，最好产品售后维护。
- 提升客户资产、产品渗透。

### 任职资格 任职资格
- 本科及以上学历、金融类相关专业优先；
- 有银行业投资理财、微信等线上销售经验优先；
- 持有基金从业资格证优先；
- 一年以上相关工作经验；

## At a glance
- Posted by the employer: Mar 4, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 230 days
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=7ADBF75FF1EB4DD690FCF35EA960BF25)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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