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Ping An Insurance Group · 深圳市

# 投顾服务运营岗

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted February 3, 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=61ED41C576D74E3DA2883EA3F70D2C21)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 投顾服务运营岗

## Job description

岗位职责
- 负责投顾业务线上运营，基于客户需求与生命周期，策划并执行运营活动与服务，提升客户粘性，驱动付费转化与资产入库。
- 进行客户洞察与策略制定，运用数据工具分析客户行为，研究行业与竞品，制定差异化运营策略，推动标准化投顾运营体系建设。
- 负责策略全流程管理与迭代，完成策略上架、效果追踪与数据分析，持续优化迭代，并沉淀有效方法论。
- 推动跨团队有效协同，协调业务、技术及合规等团队，确保运营策略高效、合规执行。 任职资格 1. 本科及以上学历，金融、经济、市场营销等相关专业优先；持证券/基金从业资格证者优先。 2. 3年以上金融行业产品运营相关经验，熟悉投顾产品逻辑、用户画像与合规要求者优先。 3. 具备金融市场基础知识，理解主流投资品种与投顾策略逻辑。 4. 目标导向，执行力强，具备优秀的沟通协调能力、逻辑思维与风险合规意识。 5. 熟悉产品运营方法论，具备成功的内容策划、活动推广与用户增长案例者优先。 6. 熟练使用SQL、BI等数据分析工具做洞察者优先。

## At a glance
- Posted by the employer: Feb 3, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 259 days
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=61ED41C576D74E3DA2883EA3F70D2C21)

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

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