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Ping An Insurance Group · 深圳市

# 创新项目管理岗（策略方向）

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted September 23, 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=BAB66645A9BC4A7989980FB9CBDA42B4)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 创新项目管理岗（策略方向）

## Job description

岗位职责
- 客群资产配置策略设计 -基于A股/港股/固收等市场趋势，结合客户风险偏好，设计财客客群的资产配置方案； -围绕产品轮动、产品组合配置、客户资产提升等方向，制定创新性的资产配置策略（如核心-卫星策略、目标日期/风险策略等）； -跟踪市场动态及资金流向，形成对市场行情的敏感度，输出适配不同客群的资产配置建议。
- 策略执行与优化 -搭建资产配置策略的分发机制，对接APP/远程/营业部等多渠道落地； -监测客户资产配置效果及策略响应表现，推动策略迭代优化。
- 策略赋能 -为一线团队提供客户资产配置策略工具支持； -沉淀可复制的策略方法论，协助一线团队理解资产配置逻辑，提升客户资产配置服务能力。 任职资格
- 硕士及以上学历，3年及以上券商/银行/财富管理工作经验，具备证券/基金从业资格，持有投资顾问/CPA/CFA证书优先；
- 熟悉各类金融产品（公募/私募/银行理财/信托等），对证券市场有一定研究；
- 具备策略设计或客户经营策略设计经验，能够站在客户角度设计资产配置方案。

## At a glance
- Posted by the employer: Sep 23, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 27 days
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=BAB66645A9BC4A7989980FB9CBDA42B4)

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