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Ping An Insurance Group · 成都市

# 理财服务经理

成都市 

Listed on Ping An Insurance Group’s official careers site. Posted January 13, 2020. 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=A439047963194D73834C1ADD506933AD)

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

## Job description

岗位职责
- 向服务客户销售投资理财类产品、推荐信用卡、贷款产品，不断提升客户在我行的总资产，促进客户升级；
- 组织支行现场客户活动及场外拓展客户活动，积极获客；
- 综拓支行的理财服务经理根据业务需求，对寿险业务同仁提供支持，协助服务寿险渠道推荐客户；
- 贯彻合规及风控制度要求，确保业务品质及合规服务，协调处理客户投诉。 任职资格 1.本科学历 2.1-3年相关工作经验 3.具备基金从业资格证证书 4.熟悉财富理财

## At a glance
- Posted by the employer: Jan 13, 2020
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 成都市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A439047963194D73834C1ADD506933AD)

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

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