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Ping An Insurance Group · 湛江市

湛江分行营业部三管业务经理

湛江市

Listed on Ping An Insurance Group’s official careers site. Posted October 9, 2021. Check that it is still open and apply there.

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Job description

岗位职责

  • 拓展三方存管业务,通过与证券对接,挖掘证券客户资源,促进资产提升;
  • 挖掘客户需求,根据客户的需求为其推荐银行的金融产品和服务;
  • 积极开展证券沙龙,做好个人名下客户的服务与维护工作;
  • 完成其他交办的工作。 任职资格
  • 本科及以上学历,通过证券从业资格考试优先;
  • 具有一定的客户资源基础与业务拓展能力,有银行、券商销售经验者优先;
  • 性格开朗、积极主动,善于人际关系的协调和沟通,具有良好的团队合作精神。

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湛江市

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