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Ping An Insurance Group · 深圳市

# 在线投资顾问-深圳

深圳市 

Listed on Ping An Insurance Group’s official careers site. Posted June 10, 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=B8CB9A93927543948C3C0E6D853C89D1)

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

## Job description

岗位职责

### 客户活跃与粘性维护
- 负责长尾客户的需求承接和服务陪伴，即时响应客户投资疑问；通过投资干货分享、低门槛投教内容推送，市场机会解读等，推动客户持续活跃，提升粘性；

### 资产引入与价值提升
- 挖掘客户外部资产潜力，跟踪客户资产变动，适时提供资产优化建议，助力客户资产保值增值，提升客户资产规模；

### 善用工具拓展服务半径
- 灵活思考，善用AI工具及创新经营手段（如社群、直播、短视频等，实现服务效率增长及服务覆盖面提升。

### 服务合规与记录管理
- 严格遵守证券行业监管规定，确保服务内容合规，并有效记录形成完整客户服务档案。 任职资格

### 学历与资质
- 本科及以上学历，金融、经济等相关专业；具备证券从业、基金资格及证券投资顾问资格；2年以上金融行业相关经验。

### 专业能力
- 熟悉A股市场基础逻辑，能将专业内容转化为通俗表达，适配长尾客户认知水平，输出合规的投资建议。

### 远程服务能力
- 具备1年以上金融行业远程服务经验（如线上理财咨询、投顾服务），擅长通过线上沟通挖掘客户需求、解决投资痛点；

### 合规与执行力
- 严格遵守证券监管要求与营业部服务规范，无任何合规违规记录；

## At a glance
- Posted by the employer: Jun 10, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 132 days
- Location: 深圳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=B8CB9A93927543948C3C0E6D853C89D1)

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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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