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Ping An Insurance Group · 上海市

# 远程服务投资顾问

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted November 25, 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=DE7F8BE13B2E417E81102D80BA4D9F70)

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

## Job description

岗位职责

### 负责客户咨询与服务
- 通过电话、企微等方式，为客户提供全面、准确的基金产品信息咨询服务，解答客户疑问，并根据客户KYC及投资目标，提供资产配置建议。

### 负责基金产品的推广与宣传
- 合规地进行基金产品的宣传和推广，确保宣传材料真实、准确、完整，不夸大收益，不隐瞒风险，让合适的产品匹配合适的客户。

### 做好客户关系管理
- 建立并维护良好的客户关系，持续定期与客户沟通，了解客户需求变化，提供持续的投后服务。

### 指导客户业务办理
- 按照公司规定和业务流程，根据客户需求，指导客户办理基金认购、申购、赎回等业务。

### 执行合规与风控要求
- 严格遵守相关法规和公司制度，执行反洗钱、反诈骗等合规要求，及时报告可疑交易，确保展业活动的合规性和风险可控。

### 培训与自我提升
- 积极参加公司组织的培训活动，不断提升自身的专业知识和技能水平，以适应市场变化和客户需求。 任职资格

### 学历要求
- 本科及以上学历，财务、金融、经济、保险等相关专业优先。

### 经验要求
- 3年以上财富管理行业客户服务经验，具备公募基金、私募基金产品销售和投后服务的经验优先，银行、券商从业经验优先。

### 证书要求
- 持基金从业资格证。持有AFP、CFP证书优先。

## At a glance
- Posted by the employer: Nov 25, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 329 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=DE7F8BE13B2E417E81102D80BA4D9F70)

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### [2M-业务运营岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/030ac64e97c6ce9f6d2c/)

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### [2M-交付经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e62050e3472898a4cba9/)

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### [2M经营分析岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/069528eaf06d746e5e1e/)

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

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