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Ping An Insurance Group · 杭州市

# 私行财富管理部投资顾问IC

杭州市 

Listed on Ping An Insurance Group’s official careers site. Posted July 22, 2025. 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=34E566E1220245D6B2F85B346AFB7D3A)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 私行财富管理部投资顾问IC

## Job description

岗位职责
- 积极研究和贯彻总行业务模式，执行总行的各项政策、制度，协助制定私行/财富中心具体的落地方案；
- 协助所辖私行/财富中心的市场管理和开拓，建立和维护高净值客户群；
- 通过资产合理配置，结合线上和线下推广营销措施，提高客户持有投资产品的种类和数量，增加销售中收；
- 研究所辖私行/财富中心的客群特点，制订有针对性的产品配置方案，实现客户财富的保值增值；
- 研究总行投资策略，组织对理财经理的辅导和培训，提高理财经理队伍专业素质和营销能力；
- 配合总行的线上经营策略，通过远程投顾平台或其他科技手段，协助负责辖区网点做好客户经营工作的同时，根据总行对线上经营动作的要求，做好全国线上平台的专业投顾支持工作。
- 贯彻合规及风控制度要求，确保团队有品质的持续经营，协调处理客户投诉。 任职资格 (一) 全日制本科及以上学历，金融类相关专业优先； (二) 2-5年或以上从事金融或保险、理财经理等工作经验； (三) 能够独立开展保险销售、组织大型沙龙和产说会； (四) 能够独立研发典范案例，讲授课程； (五) 遵守职业准则，严格保守客户信息秘密，无不良纪录；

## At a glance
- Posted by the employer: Jul 22, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 杭州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=34E566E1220245D6B2F85B346AFB7D3A)

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

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