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Ping An Insurance Group · 沈阳市

# 沈阳分行财富管理顾问

沈阳市 

Listed on Ping An Insurance Group’s official careers site. Posted August 27, 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=3913F88164F6499086E09EE996C0F567)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 沈阳分行财富管理顾问

## Job description

岗位职责
- 队伍专业培训:负责所对接财富队伍的市场及产品培训，善用多种配套材料培养队伍对客户需求、投资策略等深入理解和使用能力;
- 资产配置推动:注重对财富队伍资产配置理念的渗透和培养，加深对资产配置的理解和工具材料的使用推广，提升队伍专业度;
- 具备陪访及沙龙宣讲能力:能够为高净值客户定制资产配置方案；

### 提供陪访支持
- 负责所对接高净值客户陪访；
- 具备客户沙龙宣讲能力 任职资格
- 本科及以上学历;
- 财富管理行业3年以上相关工作经验，有高净值客户经营经验优先，具备培训经验优先;
- 逻辑性强，兼具投资市场分析能力/投资策略理解能力与业务推动能力;
- 具备CFA/CPA/CFP等证书优先;
- 认同平安文化，职业操守良好，风险意识强，无违法违纪行为。

## At a glance
- Posted by the employer: Aug 27, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 54 days
- Location: 沈阳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=3913F88164F6499086E09EE996C0F567)

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### [2C业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/c3f7a909049ac956a46a/)

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### [B2C业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/fe8150c95807e477fec2/)

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### [B2C客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7d31be34f25212814e21/)

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### [BBC业务经理（2026）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e455d28dcea1ba6de572/)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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