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Ping An Insurance Group · 上海市

# 上海分行-投资顾问IC

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted October 13, 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=6FDECC8863A24686BE76D1DC5C2F5847)

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

## Job description

岗位职责
- 发挥综合金融优势，协助支行理财经理为重点客户提供中长期金融配置，并陪同面谈、促成签约；
- 为所辖网点理财经理提供中长期金融产品培训、销售技巧辅导、实战演练及销售支持；
- 组织策划所辖网点的金融产品销售活动，落实阶段业绩检视及追踪；
- 遵守总行日常管理及业务品质管理规定，做好与产品方的运营工作衔接。 任职资格
- 本科及以上学历，金融类相关专业优先；
- 熟练掌握保险相关投资知识，熟练运用境内外金融市场工具，擅长投资理财和资产配置规划，持相关证照者优先； 2、五年以上金融领域从业经验、两年以上保险规划相关工作经验；
- 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；
- 遵守职业准则，严格保守客户信息秘密，无不良纪录。

## At a glance
- Posted by the employer: Oct 13, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=6FDECC8863A24686BE76D1DC5C2F5847)

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

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