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Ping An Insurance Group · 上海市

# 私行财富客户经理（理财经理）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted October 13, 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=5A094103BE8944BFB1659A0C2EF32367)

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

## Job description

岗位职责
- 贵宾客户的管户维护，促进客户资产规模持续增长；
- 负责客户的资产配置，银保、基金等复杂产品销售；
- 配合和参与财富团队管理，保持积极向上的团队氛围；
- 贯彻合规和风控要求，确保业务品质。 任职资格
- 本科及以上学历，取得学历证和学位证；
- 具有3年以上银行工作经验，熟悉银行零售业务；
- 必须持有基金从业资格，有保险从业资格、AFP、CFP等理财证照者优先；
- 有服务和销售特质、抗压力强；纪律及合规意识强。

## At a glance
- Posted by the employer: Oct 13, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=5A094103BE8944BFB1659A0C2EF32367)

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

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