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Ping An Insurance Group · 常州市

# 常州分行投资顾问

常州市 

Listed on Ping An Insurance Group’s official careers site. Posted July 8, 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=1FA2E2F195D648F3B080EDBD9E404183)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 常州分行投资顾问

## Job description

岗位职责

### 队伍专业培训
- 负责所对接私行/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
- 注重对私行/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，并提供陪访支持；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；
- 符合平安银行亲属回避政策。

## At a glance
- Posted by the employer: Jul 8, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 104 days
- Location: 常州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=1FA2E2F195D648F3B080EDBD9E404183)

## More jobs at Ping An Insurance Group

### [个贷客户经理（房产抵押方向）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/7e20bd90a268955e529e/)

常州市

### [产险常州中支车险部管培生](https://jobs.opennash.com/companies/ping-an-insurance/jobs/d4d06a0c372dbfb5fe8e/)

常州市

### [区域主管（常州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/8fa485eff8848194fe73/)

常州市

### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f8aa4087dd81cb373252/)

常州市

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

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