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Ping An Insurance Group · 泰安市

# 泰安分行贵宾理财经理

泰安市 

Listed on Ping An Insurance Group’s official careers site. Posted March 8, 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=DACF8FADE793458EA552D42CE91FF345)

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

## Job description

岗位职责
- 负责客户承接和营销，围绕客户全生命周期进行专业化理财资产配置；
- 负责客户维护及服务，根据客户个性化需求提供理财建议，促进客户升级；
- 积极配合参与财富团队管理，保持积极向上的团队氛围。 任职资格
- 本科及以上学历；
- 从事理财投资/理财经理岗位1年及以上；
- 持有AFP/CFP等理财专业证书者优先。

## At a glance
- Posted by the employer: Mar 8, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 泰安市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=DACF8FADE793458EA552D42CE91FF345)

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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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