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Ping An Insurance Group · 深圳市

# 投资顾问（律师方向）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=8CF14E1D114347108F6D57E9043406C3)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 投资顾问（律师方向）外

## Job description

岗位职责

### 战略级法律架构设计与合规支持
- 为超高净值客户提供家族财富传承、跨境投融资、企业合规治理等领域的法律咨询服务，并评估与建议考虑法律风险后的解决方案。

### 全周期客户服务与高客经营
- 服务可投资资产超3000万元的超高净值客户，深度参与家族办公室客户法律筹划，协同投顾提供“法律+金融”一体化服务。主导客户年度法律检视会议，解读政策变化（如CRS、FATCA）。

### 机构客户与金融产品合规赋能
- 协助总行制定私人银行法律合规SOP，完善客户适当性管理、销售话术及争议解决机制。

### 生态资源整合与品牌建设
- 策划超高净值客户法律专题报告，支撑私行高客沙龙、行业峰会等品牌活动。 任职资格

### 硬性条件
- 硕士及以上学历，国际商法、民商法、经济法等相关专业；持有法律职业资格证书者优先。8年以上法律从业经验，其中涉及跨境投融资、家族信托或金融机构资管业务经验。

### 核心能力
- 熟悉家族办公室、离岸架构、跨境等前沿领域，能将法律工具与商业目标深度融合。具备超高净值客户服务经验，擅长与企业家、家族办公室决策者建立信任关系，输出兼具专业性与实操性的解决方案。

### 优先考虑
- 熟悉境内家族信托、保险金信托、慈善信托的全流程设计；掌握全球头部律所、私人银行及第三方服务机构资源，可快速调动跨境协作网络。曾参与红筹架构搭建、美股/港股上市项目，或参与过跨境争议解决（如国际仲裁、跨境诉讼）。
- 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=8CF14E1D114347108F6D57E9043406C3)

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

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