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Ping An Insurance Group · 上海市

# 上海分行-对公客户经理

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted October 13, 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=B2949D7FB33D4292B90F70C3B236F7F6)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 上海分行-对公客户经理

## Job description

岗位职责
- 积极开拓并维护客户，整理、收集客户资料，了解客户的动态及需求，推广银行各项业务，拓展市场份额；
- 协助客户完成银行经办各类业务所需的文件准备，完成授信个案的财务分析工作，撰写信贷核贷书，准备送审文件以及审贷完毕后各类会签文件；
- 深刻理解公司客户需求并为其制定个性化金融服务方案；
- 严格执行我行信贷政策及相关规范要求，做到合规经营。 任职资格
- 本科及以上学历，金融、财经类相关专业优先；
- 具有3年以上银行公司业务营销或相关工作经验；
- 善于对外沟通，个性良好，具有敏感的市场触觉和拓展业务能力；
- 有一定的财务分析能力，了解产业变化情况，不断学习新知识，有自我发展的强烈欲望；
- 具有良好的中英文水平和熟练的计算机操作能力。

## At a glance
- Posted by the employer: Oct 13, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=B2949D7FB33D4292B90F70C3B236F7F6)

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

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