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Ping An Insurance Group · 上海市

# 投资顾问IC

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted October 13, 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=F44FC5C93CDC49918B814FC21B5301C7)

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

## Job description

岗位职责
- 协助管理财富及以上客户，提供专业市场分析，运用资产配置工具和平台，协助开拓、经营和维护高净值客户，推动对接经营机构营收目标达成。
- 以客户需求及投资目标为导向，在满足客户风险承受能力的前提下，通过科学配置，提供专业投资顾问咨询服务，增加客户忠诚度和满意度。
- 研究和落实总行投资策略，组织对理财经理的辅导和培训，提升理财经理的专业素质和营销能力。
- 贯彻合规及风控制度要求，提升客户的持续经营能力，协调处理客户投诉。 任职资格
- 本科及以上学历，金融类相关专业优先。
- 熟练掌握宏观市场解析逻辑、银行/证券/基金/保险等投资知识，熟练运用境内外金融市场工具，擅长投资理财和综合资产配置规划，持CFA/FRM/CFP/AFP等金融类专业证书者优先。
- 五年及以上金融从业经验，其中含2年以上金融行业销售、产品开发、投资咨询经验。 4 具有良好的逻辑思维和研究分析能力，沟通协调能力，语言表达能力和文字运用能力。 5. 遵守职业准则，严格保守客户信息，无不良记录。

## At a glance
- Posted by the employer: Oct 13, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 7 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F44FC5C93CDC49918B814FC21B5301C7)

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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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