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Ping An Insurance Group · 南通市

# 理财经理

南通市 

Listed on Ping An Insurance Group’s official careers site. Posted September 18, 2024. 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=11256172308B45DFAE13029531281E6C)

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

## Job description

岗位职责
- 维护与拓展财富客户，促进财富客户资产规模的持续增长，提高其忠诚度；
- 进行专业化理财服务，根据客户需要，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；
- 开展交叉销售，以资产配置方式向客户销售投资理财类产品及其他金融产品，不断提升财富客户在我行的总资产，促进客户升级。 任职资格
- 本科以上学历（学历、学位证书齐全），有相关行业经验者优先；
- 具备基金从业资格证或证券从业资格证
- 认同平安文化，具有较好的亲和力、沟通能力、组织协调能力

## At a glance
- Posted by the employer: Sep 18, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 南通市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=11256172308B45DFAE13029531281E6C)

## More jobs at Ping An Insurance Group

### [业务总监](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f541fe21c774aea0dbdd/)

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### [个贷客户经理（房产抵押方向）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b62be4f195e3be9be0b8/)

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### [个贷营销部门总经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/11ec4b43e00d6e9ed413/)

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### [产品管理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4904bd12a7cd24200999/)

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### [产品经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/59c34f4df980f501cbec/)

南通市

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

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