[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Ping An Insurance Group jobs](https://jobs.opennash.com/companies/ping-an-insurance/) · [Search jobs](/search/)

Ping An Insurance Group · 合肥市

# 理财服务经理

合肥市 

Listed on Ping An Insurance Group’s official careers site. Posted November 15, 2023. 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=0700425EAC324988AC92A621E2A52580)

[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；
- 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.

### 工作经验

银行相关从业经验一年及以上； 2.服务和营销意识强，亲和力强，持有AFP/CFP资格证书者优先。1.工作经验

## At a glance
- Posted by the employer: Nov 15, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 合肥市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=0700425EAC324988AC92A621E2A52580)

## More jobs at Ping An Insurance Group

### [26517T合肥检测-中医医师](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d1b623ff62b52039d5c6/)

合肥市

### [IT维护工程师](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6f2c673261ea415add97/)

合肥市

### [java工程师](https://jobs.opennash.com/companies/ping-an-insurance/jobs/13aac0c53e0060571cc5/)

合肥市

### [专家投顾](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6fb7ee3f213e966816d5/)

合肥市

### [业务分析岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/21288e256594b9b64d82/)

合肥市

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)