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Ping An Insurance Group · 厦门市

# 理财服务经理

厦门市 

Listed on Ping An Insurance Group’s official careers site. Posted April 13, 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=5C8E50C1FA034F05BC87C8185B128318)

[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，并根据客户需求为其提供专业的理财服务，实现客户资产、存款双升；
- 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；
- 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；
- 两年以上金融行业从业经验，熟悉银行零售业务产品，持有CFP、AFP等证照者优先；
- 举止得体大方，亲和力强，有较强的服务意识和销售特质；
- 无违法违纪行为，有良好的职业操守和合规意识。

## At a glance
- Posted by the employer: Apr 13, 2023
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 厦门市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=5C8E50C1FA034F05BC87C8185B128318)

## More jobs at Ping An Insurance Group

### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/77d5d90ae7802cbed264/)

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### [业务支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0794dcd5f2042d4b63bb/)

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### [业务管理室经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/956770a1e31fdd05ec4e/)

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### [个贷业务团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/bd2a6bdbcb3278b83c5a/)

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### [个贷业务团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0c1396f7b6f0aa752fec/)

厦门市

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.

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