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

# 综合金融顾问（企业理财方向）

上海，北京，深圳，广州，杭州，成都 

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-4001433)

[OpenNash Jobs](https://jobs.opennash.com/) / [Guotai Junan Securities](https://jobs.opennash.com/companies/guotai-junan-securities/) / 综合金融顾问（企业理财方向）

## Job description

【岗位职责】
- 深度对接企业家与企业客户全生命周期财富管理及企业发展需求，提供企业理财和资产配置解决方案；
- 面向高净值企业客户与企业家群体，开展专业理财方案宣讲、需求诊断及定制化企业理财与资产配置设计；
- 统筹协调内外部资源，推动企业财富管理项目设立及存续期运营管理；
- 参与企业理财业务流程与服务系统优化，持续跟踪境内外金融、法律及监管政策动态；
- 结合投行专业视角，为企业客户提供投融资、资产规划、并购配套财富管理等延伸服务支持。 【任职要求】
- 硕士及以上学历，金融、法律、经济等相关专业；
- 具备证券从业、基金从业、证券投资顾问资格；持有CFA、CPA、律师执业资格等专业证书者优先；
- 具有投行、信托、法律或家族办公室相关工作经验；
- 具备出色的企业理财方案设计、企业客户深度沟通、业务开拓及跨领域资源整合能力；
- 文字表达严谨、逻辑思维清晰，具备优秀的企业服务意识。

## 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，成都[Apply on Guotai Junan Securities’s careers site →](https://hr.gtht.com/recruitment/main/society#job-4001433)

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上海青浦区

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