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Ping An Insurance Group · 上海市

# 私人投资顾问

上海市 

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=61AB4920AEEB4800A7919A0C57F7C511)

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

## Job description

岗位职责 1、负责高净值及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 2、负责存量及新增家族信托客户全生命周期的客户维护及服务。 任职资格
- 拥有金融、经济、法律、数学或相关领域本科及以上学历
- 熟悉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
- 具备一定的客户资源，至少3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

## 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: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=61AB4920AEEB4800A7919A0C57F7C511)

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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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