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Ping An Insurance Group · 上海市

# 理财服务经理

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted September 14, 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=283952C9CA7D4BF581CC9695EFDFECBD)

[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
- 积极做好入店和管户客户的服务和经营；
- 负责厅堂FB业务受理、营销支持、厅堂服务、业务分流等各项业务；
- 向客户销售投资理财类产品、推荐A和L等相关银行产品，不断提升客户资产规模，促进客户升级；
- 积极参加运营/服务/销售等各类培训及考试，持续提高业务素质和业务处理综合能力；
- 执行合规及风控制度要求，确保业务品质及合规服务，协调和妥善处理客户咨诉。 任职资格
- 本科及以上学历；
- 金融/销售/客服从业经验1年及以上，服务营销能力强，持有基金从业资格证、AFP、CFP等理财专业证照者优先；
- 熟练使用电脑及办公软件，良好的语言表达能力；
- 行为举止得体大方，亲和力强，具有较强的服务意识和销售能力，坚持目标导向。

## At a glance
- Posted by the employer: Sep 14, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=283952C9CA7D4BF581CC9695EFDFECBD)

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

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