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Ping An Insurance Group · 上海市

# VIP理财客户经理

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted November 9, 2021. 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=84962055A7DE49B28E3CB9D86B7C8284)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / VIP理财客户经理

## Job description

岗位职责
- 依托公司高净值金融客户资源，通过网、电、移一体化（网络+电话+移动终端）的远程营销平台建立与客户的直接联系，了解并深度挖掘客户的投资需求；
- 根据客户需求提供专业、全面、适合的资产配置和投资理财方案，为客户资产保值、增值；
- 建立客户个人投资档案，与客户保持长期、良好的互动关系，持续地收集、反馈投资市场信息，及时提供投资新策略、新建议。 任职资格 1、22周岁及以上； 2、大专（含）以上学历； 3、普通话标准，善于表达；
- 个性开朗、反应敏捷、亲切随和、细心、有耐心；
- 具有较强的事业心、上进心，能够承受压力，勇于挑战高薪；
- 乐于学习、喜欢创新；
- 有金融行业经验1年及以上者优先；
- 拥有基金从业资格证书者优先。

## At a glance
- Posted by the employer: Nov 9, 2021
- 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=84962055A7DE49B28E3CB9D86B7C8284)

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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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