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Ping An Insurance Group · 上海市

# 客户经理（城市发展，上海）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted August 29, 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=B8B09867696A4B5685D0E6E9E4E19B79)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 客户经理（城市发展，上海）

## Job description

岗位职责
- 接受区域经理下达的经营指标、资源指标，完成所负责经营范围的客户开拓与维护、合作伙伴开拓与维护；
- 完成具体项目的意向推进与确认、尽职调查与报告撰写、启动公司项目审批流程，完成合同签约和资产交接工作，通过项目的推进，达成绩效目标；
- 作为资产安全的第一责任人，协助资产经理收集贷后管理所需的客户信息，处置异常资产问题；
- 完成领导交付的其他工作。 任职资格 1. 本科及以上学历； 2.大客户营销相关经验者优先，具备基本的财务、金融基础知识背景； 3. 1-3年及以上相关工作经验； 4. 具有良好的规划分析能力、沟通协调能力、客户公关能力、竞争性分析能力、执行力、抗压能力； 5. 出色的学习和适应能力，能够快速适应新的组织文化。

## At a glance
- Posted by the employer: Aug 29, 2023
- 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=B8B09867696A4B5685D0E6E9E4E19B79)

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

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