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Ping An Insurance Group · 深圳市

# 资深私人投资顾问

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted July 1, 2024. 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=1F48632D576C4E368798CC58D067D4CD)

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

## Job description

岗位职责
- 负责发觉识别市场机会，推动家族信托业务的发展和创新
- 负责超高净值客户的资源开发，给客户提供全方位、定制化家族信托方案并顺利执行
- 负责客户全生命周期的客户维护及服务 任职资格
- 金融、经济、法律、数学或相关领域本科及以上学历
- 精通家族信托相关的法律法规、金融财务知识优先
- 持有相关专业资格证书如CFP、CPA、CFA或法律职业资格等优先
- 具备丰富的客户资源，8年以上私人银行、信托财富管理、投资银行、证券私人财富管理等领域高端客户开发及服务经验
- 较强的沟通能力和协调能力，实现跨部门的无缝沟通协作

## At a glance
- Posted by the employer: Jul 1, 2024
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=1F48632D576C4E368798CC58D067D4CD)

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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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