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Ping An Insurance Group · 西安市

# 西安分行集约化服务经理

西安市 

Listed on Ping An Insurance Group’s official careers site. Posted September 29, 2026. 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=78ACB2E76E184D65B4B196E5C34B9006)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 西安分行集约化服务经理

## Job description

岗位职责
- 负责通过线上平台为本行存量客户提供相应的金融服务，深度挖掘客户需求，做好客户的陪伴式经营。
- 负责落地线上经营策略，完成标准化经营动作，达成业绩目标。
- 负责了解线上经营客户资产配置及投资属性，做好客户维护及记录，根据客户需求，积极营销我行相关的产品，持续提升客户金融持仓及资产层级跃迁。 任职资格 1.本科及以上学历。 2.1年及以上银行从业经验，持有基金从业资格证优先。 3.具备良好的客户服务意识，有较强的沟通能力，工作积极主动，责任心和抗压能力强，执行力强。 4.遵纪守法，合规意识强，无违法违纪行为。

## At a glance
- Posted by the employer: Sep 29, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 21 days
- Location: 西安市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=78ACB2E76E184D65B4B196E5C34B9006)

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

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