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Ping An Insurance Group · 徐州市

# 理财经理

徐州市 

Listed on Ping An Insurance Group’s official careers site. Posted March 7, 2024. 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=9D1FEA0EB117433A83B207FE66B1F565)

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

## Job description

岗位职责
- 承接分行理财客户，保持客户资产规模及取得增长，增加营收，提高客户忠诚度；
- 通过MGM与自拓增加理财客户，促进潜力客户升级；
- 以客户为中心，不断挖掘和满足客户需求，为客户提供个性化的投资建议和理财方案，实现客户财富的保值增值； 任职资格 1.本科及以上学历； 2.1年及以上工作经验，有银行/保险/证券/基金等金融营销从业经验者优先； 3.持有基金从业资格、保险从业资格、AFP、CFP、CFA等相关资格者优先。

## At a glance
- Posted by the employer: Mar 7, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 徐州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9D1FEA0EB117433A83B207FE66B1F565)

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

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