[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Ping An Insurance Group jobs](https://jobs.opennash.com/companies/ping-an-insurance/) · [Search jobs](/search/)

Ping An Insurance Group · 广州市

# 财富管理综合顾问

广州市 

Listed on Ping An Insurance Group’s official careers site. Posted December 1, 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=BC6766CA22A74C7CBD38C367CF6790D2)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 财富管理综合顾问

## Job description

岗位职责 ①负责开发并向企业客户、机构客户及高净值客户等提供定制化的综合金融解决方案； ②深度了解客户需求，为客户提供股份托管及交易、资产配置、股份综合管理、家族信托等服务，或公司经营的其他业务落地； ③负责组织开展机构及高净值客户相关的拓展、维护、服务等相关活动； 任职资格
- 通过证券从业资格、基金从业资格考试，本科及以上学历；
- 具有证券、信托、银行等金融机构、第三方财富等专业销售机构或投资公司相关工作经验，能够较快达成重点业务，实现业务收入；
- 优先录用财经、管理类及相近专业人员或具有 AFP、 CFP、CFA、律师或注册会计师等资格的专业型人才；
- 以客户为中心，对销售及金融行业充满热忱，积极、自信、出色的沟通及交流能力。

## At a glance
- Posted by the employer: Dec 1, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 323 days
- Location: 广州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=BC6766CA22A74C7CBD38C367CF6790D2)

## More jobs at Ping An Insurance Group

### [Android研发工程师](https://jobs.opennash.com/companies/ping-an-insurance/jobs/311a890985e453415a39/)

广州市

### [Java研发工程师（广州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/5de8e37bf36fac85bd06/)

广州市

### [Java开发工程师](https://jobs.opennash.com/companies/ping-an-insurance/jobs/dea0d9b50f9f1c95eea0/)

广州市

### [PWA(财富管理综合顾问)](https://jobs.opennash.com/companies/ping-an-insurance/jobs/95eca98c592e5ddd1368/)

广州市

### [三方经代渠道业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/8bdb8539114cf2e9dd13/)

广州市

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)