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Ping An Insurance Group · 宁波市

# 贵宾理财经理

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted October 22, 2025. 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=E94E3DA694FC4568BAF1845A0E5EC6BC)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 贵宾理财经理

## Job description

岗位职责
- 贵宾客户的管户维护，促进客户资产规模持续增长；
- 高端资产配置、银保、基金等复杂产品的销售；
- 配合和参与财富团队管理，保持积极向上的团队氛围；
- 贯彻合规及风控制度要求，确保业务品质及合规。 任职资格
- 本科及以上学历；
- 银行理财经理从业经验3年及以上，服务营销能力强；
- 取得基金、保险、证券从业资格，持有AFP、CFP等资格优先考虑；
- 有服务意识和销售特质，责任心强，积极认真，抗压力强；思维敏捷，沟通有说服力，目标导向；纪律及合规意识强。

## At a glance
- Posted by the employer: Oct 22, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 363 days
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=E94E3DA694FC4568BAF1845A0E5EC6BC)

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

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