[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Guotai Junan Securities jobs](https://jobs.opennash.com/companies/guotai-junan-securities/) · [Search jobs](/search/)

Guotai Junan Securities · 上海，北京，深圳，广州，杭州，南京

# 财富配置顾问（202512）

上海，北京，深圳，广州，杭州，南京 

Listed on Guotai Junan Securities’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on Guotai Junan Securities’s careers site →](https://hr.gtht.com/recruitment/main/society#job-3001440)

[OpenNash Jobs](https://jobs.opennash.com/) / [Guotai Junan Securities](https://jobs.opennash.com/companies/guotai-junan-securities/) / 财富配置顾问（202512）

## Job description

【岗位职责】
- 围绕企业家客户全生命周期需求，提供一站式综合金融解决方案；
- 负责高净值客户开拓与综合配置方案交付；
- 推动私客订制业务在分支机构落地；
- 拓展体系外客户并开展全周期服务，构建合作生态，开拓创新业务。 【任职要求】
- 硕士及以上学历，金融、法律、经济等相关专业；
- 具有证券从业、基金从业资格，持有CFA、CPA或律师资格等专业证书者优先；
- 具有3年以上财富管理或高净值客户服务经验；
- 具有出色的方案设计、客户沟通、业务开拓及资源整合能力，文字表达清晰，逻辑性强，抗压能力好。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Jul 30, 2026
- Last checked: Oct 19, 2026
- Listed for: 81 days
- Location: 上海，北京，深圳，广州，杭州，南京[Apply on Guotai Junan Securities’s careers site →](https://hr.gtht.com/recruitment/main/society#job-3001440)

## More jobs at Guotai Junan Securities

### [AI 产品经理（平台建设方向） （202605）](https://jobs.opennash.com/companies/guotai-junan-securities/jobs/fbe57be4c98aa910e6e7/)

上海

### [AI产品经理（GEO建设方向） （202605）](https://jobs.opennash.com/companies/guotai-junan-securities/jobs/4ac3816f0fc4aead10e6/)

上海

### [AI产品经理（数据分析方向） （202605）](https://jobs.opennash.com/companies/guotai-junan-securities/jobs/caf6d41e85e6f1382471/)

上海

### [APP产品经理 （202605）](https://jobs.opennash.com/companies/guotai-junan-securities/jobs/4e514d23966b5a8aff22/)

上海

### [业务管理（202512）](https://jobs.opennash.com/companies/guotai-junan-securities/jobs/3985a9c953ad392ce300/)

上海青浦区

OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)