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Ping An Insurance Group · 南京市

# 理财经理

南京市 

Listed on Ping An Insurance Group’s official careers site. Posted July 23, 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=2FF63798E4CC4D60B7165A024FAF83EA)

[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 为产品的专业知识和销售技巧提供高级别的客户服务。完成销售交易，在产品信息、配送及安装服务方面协助客户。运用经验和知识，建立客户关系并促进销售。宣传产品和支持促销活动。可能维护与客户的售后关系。 任职资格
- 经济学、金融学相关专业，本科以上学历，在金融、银行行业，有3-5年理财经理工作经验；
- 担任现场销售、客户服务、销售管理；
- 熟悉营销与销售技能、销售管理、客户关系管理、客户发展、客户服务，具备基金从业资格证、证券从业资格证更佳；
- 具备领悟融会、沟通协作、商敏直觉、动手实战的能力；
- 具备勤奋努力、抗压耐力、责任担当的性格。

## At a glance
- Posted by the employer: Jul 23, 2020
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 南京市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=2FF63798E4CC4D60B7165A024FAF83EA)

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

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