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Ping An Insurance Group · 上海市

# 顶级私行金融顾问

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted September 10, 2024. 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=747C7642AE42423A9DC739408A09C24D)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 顶级私行金融顾问

## Job description

岗位职责
- 服务企业主、董监高等顶级私行(超高净值)客户，经营顶级私行客户渠道平台进行圈层经营；
- 整合资源为顶级私行客户提供覆盖资产配置、家族传承、个人及公司投融资等定制化一站式解决方案；
- 负责主动开拓或协同分行公私联动、银证联动落地外部渠道合作，制定股权激励项目方案，促进私行获客；
- 贯彻合规及风险控制要求，确保团队有品质的持续经营。 任职资格

### 学历
- 本科及以上学历 ，金融类相关专业优先

### 经验
- 从事5年以上私人银行、对公投行、券商、财富管理机构等相关行业工作经验，有超高净值客户服务经验者优先，在家族治理、公司治理，海外业务有经验者优先；

### 专业能力
- 熟悉金融市场及金融方案及产品，服务营销和推动能力强，持有CFA\CFP\CIIA\CPA\保荐人等专业资质者优先；

### 素质要求
- 追求卓越、具有商业敏感性，沟通协调能力强；遵纪守法、合规意识强。

## At a glance
- Posted by the employer: Sep 10, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=747C7642AE42423A9DC739408A09C24D)

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### [2C渠道高级业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6c27fb3907e9f083129e/)

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### [2M-业务运营岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/030ac64e97c6ce9f6d2c/)

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### [2M-交付经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e62050e3472898a4cba9/)

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### [2M-项目推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1044fb28a9fb874fac7c/)

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### [2M经营分析岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/069528eaf06d746e5e1e/)

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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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