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Ping An Insurance Group · 上海市

# 资深投资顾问

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted August 4, 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=BD5A13A3BFAA40D086248921CA91B282)

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

## Job description

岗位职责
- 负责存量客户、高净值客户投资咨询服务及维护，为客户提供股票投资、产品配置等相关服务;
- 根据不同的市场风格，制定投资策略，构建股类组合产品，管理跟踪组合业绩，定期再平衡并撰写组合运行报告;
- 整合投研资源，研读各主流券商研究报告，形成交易策略和观点，为营业部投顾团队提供专业赋能及服务支持;
- 结合业务需要，针对客群特点提供针对性服务和产品，为营业部投顾团队提供不定期投研，产品培训，路演支持;
- 参与分公司投顾办公室的规划及运作。 任职资格 1、硕士及以上学历，金融类相关专业优先较为优秀可放宽本科学历; 2、5年以上证券从业经验，有二级市场投资组合实盘或者模拟盘相关工作经验;有投资顾问或者理财规划师类直接对客服务的经验优先； 3、具备证券投资咨询资格、基金销售资格，具有宏观、行业、个股基本面分析能力，有投研经历（覆盖通信、芯片等硬科技优先）和产品管理经验（可提供产品一年以上净值）优先； 4、有其他券商组合管理经验的优先，提供组合运行的净值走势记录； 5、CFA/CFP/AFP等金融专业证书资质优先。

## At a glance
- Posted by the employer: Aug 4, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 77 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=BD5A13A3BFAA40D086248921CA91B282)

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

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