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Ping An Insurance Group · 上海市

# 私人财富顾问（上海）

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted August 18, 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=59D25E0B6556482A91AB2D48661F3995)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私人财富顾问（上海）

## Job description

岗位职责
- 负责开发并维护机构客户及高净值客户，根据客户需求出具专业解决方案，做好机构及高净值客户的财富管理；
- 深度了解客户需求，为客户提供专业的资产配置与投顾服务，以做大资产配置AUM为目标销售公司金融产品，或公司经营的其他业务落地；
- 负责组织开展机构及高净值客户相关的拓展、维护、服务等相关活动。 任职资格
- 本科及以上学历，熟悉各类金融产品，具备证券和基金从业资格；
- 具有至少3-5年证券、信托、银行等金融机构、第三方财富等专业销售机构或投资公司相关工作经验，能够较快达成重点业务，实现业务收入；
- 优先录用财经、管理类及相近专业人员或具有 AFP、 CFP、CFA、律师或注册会计师等资格的专业型人才；
- 具有机构及高净值客户资源者优先；
- 以客户为中心，对销售及金融行业充满热忱，积极、自信、出色的沟通及交流能力；
- 特别优秀者可主导新团队的孵化与组建。

## At a glance
- Posted by the employer: Aug 18, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 63 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=59D25E0B6556482A91AB2D48661F3995)

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