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Ping An Insurance Group · 深圳市

# 投资顾问（资产配置专家）外

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted August 3, 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=0FF207558AE3419C89E3239B2007168E)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 投资顾问（资产配置专家）外

## Job description

岗位职责

### 战略级资产配置与策略输出
- 基于宏观经济、政策趋势及全球市场动态，联动投研团队开发超高净值客户定制化策略，推动策略模型迭代与绩效归因分析，确保策略收益风险比持续优化。

### 高净值客户全周期服务方案设计
- 服务可投资资产超3000万元的超高净值客户，结合KYC/KYP深度分析，设计涵盖财富增值、税务筹划、家族信托、慈善架构等综合解决方案，协同投顾完成客户陪访、账户检视及产品定制。

### 私募与海外产品专家职能
- 深度参与私募基金与海外产品尽调与产品引入，推动创新产品上架及存续期管理。

### 投后管理与风险控制
- 搭建组合绩效监控系统，实时跟踪收益来源、风格漂移及回撤控制，定期向客户及团队输出投后报告，触发阈值时启动快速再平衡机制。

### 前线赋能
- 沉淀策略库、案例库、话术库，主导私行PB培训及路演支持，提升团队资产配置服务能力。 任职资格

### 学历与资历
- 硕士及以上学历，金融、经济、统计学、工商管理等相关专业；持有CFA/CFP/CPA/FRM等专业资格优先。8年以上金融行业从业经验，其中涉及私募基金、对冲基金、信托资管或家族办公室从业经历者优先。

### 核心能力
- 精通全球大类资产配置逻辑，熟悉私募与定制产品等金融工具，擅长与超高净值客户建立深度信任关系，能将专业策略转化为客户可理解、可执行的配置方案。适应高强度工作节奏，在合规框架内推动创新产品与服务模式落地。
- 无严重违规违纪及不良从业记录。

## At a glance
- Posted by the employer: Aug 3, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 78 days
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=0FF207558AE3419C89E3239B2007168E)

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