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Ping An Insurance Group · 深圳市

# 综合顾问（远程投资顾问）

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=80AD23B40AA64337A3ABA14F053411BB)

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

## Job description

岗位职责 【资产配置专家方向】
- 对接分行远程专业赋能 总行IC核心成员，承担覆盖对接分行宏观市场及资产配置分析支撑工作，通过专业化标准化赋能模式，实现全行私行服务体系全覆盖落地。
- 跨区域派驻团队统筹管理 负责统筹管理对接分行派驻IC的日常赋能作业与专业输出，搭建总分行协同赋能机制，统一服务标准、业务节奏与专业口径，带动区域私行投顾队伍能力体系整体提升。
- 线上高净值客户专业承接与协同服务 依托总行顶私线上服务平台，承接全国高净值客户在线专业咨询、资产配置答疑、市场行情解读等服务工作，高效衔接客户经理线下服务场景，构建“线上+线下”的客户服务体系，提升客户体验与专业服务闭环。
- 总行专家级全国重点客户支撑 立足总行专家中台定位，统筹行内专家资源，响应全行重点客户陪访、定制化方案输出、复杂资产配置研判等专项需求，为全行一线IC及营销队伍提供高阶专业支撑，赋能全行高净值客户深度经营与复杂业务承接。 任职资格

### 学历与资历
- 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。5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=80AD23B40AA64337A3ABA14F053411BB)

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

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