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Ping An Insurance Group · 宁波市

# 投资顾问IC

宁波市 

Listed on Ping An Insurance Group’s official careers site. Posted March 4, 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=F4E0F76E6F014A38995888991C04A4AE)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 投资顾问IC

## Job description

岗位职责
- 积极研究和贯彻总行业务模式，执行总行的各项政策、制度。
- 协助所辖支行进行市场分析，出具投研报告，开拓、经营和维护高净值客户。并完成相关路演宣 导与培训工作。推动所辖支行各项KPI的达成。
- 通过为客户进行资产合理配置、提高客户持有投资产吕的种类和数量，增加销售中收。
- 研究所辖的客群特点，制订有针对性的产品配置方案，实现客户财富的保值增值。
- 研究与落实总行投资策略，组织对理财经理的辅导和培训，提高理财经理队伍专业素质和营销能力。
- 贯彻合规及风控制度要求，确保团队有品质的特续经营，协调处理客户投诉。 任职资格 1.本科及以上学历，金融类相关专业优先。 2.2年及以上金融行业经验，其中含1年以上金融行业销售．产品开发、投资咨询经验，有团队管理经验者优先。 3.熟练掌握银行、保险、证券、基金等投资知识，熟练运用境内外金融市场工具，擅长投资管理、市场研究和资产配置规划，具有良好的逻辑思维和研究分析能力，沟通协调能力，语言表达和文字运用能力，有CFA、FRM、CFP/AFP 等金融类专业证书者优先。 4.遵守职业准则，严格保守客户信息秘密，无不良纪录。 5.追求卓越、具有商业敏感性、沟通协调能力强，遵纪守法、合规意识强。 6.投资顾问应取得相关上岗资格证及销售资格证，无相关专业资格投资顾问，不得参与具体业务落地及现场销售。

## At a glance
- Posted by the employer: Mar 4, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 230 days
- Location: 宁波市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F4E0F76E6F014A38995888991C04A4AE)

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

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