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Ping An Insurance Group · 昆明市

# 投行产品经理

昆明市 

Listed on Ping An Insurance Group’s official careers site. Posted September 23, 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=9407CBAFEFEB4C71BBF1FBC238B44AE4)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 投行产品经理

## Job description

岗位职责

### 产品执行与落地
- 协助团队长执行投行产品的具体运作，包括尽职调查、方案设计、材料制作、审批流程跟进及发行/落地执行。

### 客户需求响应
- 对接分行客户及业务部门，挖掘客户融资需求，提供个性化的投行产品解决方案及咨询服务。

### 市场研究分析
- 跟踪宏观经济、行业动态及监管政策变化，分析竞品情况，为产品优化及创新提供数据支持和建议。

### 项目文档管理
- 负责项目全流程文档的整理、归档及报送，确保资料完整、规范，符合监管及行内要求。

### 内部协作支持
- 配合风险、合规等部门完成项目审查工作，及时响应前台业务部门的产品咨询与培训需求。 任职资格

### 学历背景
- 本科及以上学历，金融、经济、会计、法律等相关专业优先。

### 工作经验
- 具备2年以上银行投行、券商投行、基金、信托或会计师事务所等相关领域工作经验优先。

### 专业能力
- 熟悉投行业务流程及监管要求，具备扎实的财务分析能力、文字功底及方案设计能力。

### 综合素质
- 具备良好的团队合作精神、沟通表达能力及学习能力，工作细致严谨，责任心强。

### 资格证书
- 持有CPA、CFA、法律职业资格或基金/证券从业资格者优先。

## At a glance
- Posted by the employer: Sep 23, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 27 days
- Location: 昆明市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9407CBAFEFEB4C71BBF1FBC238B44AE4)

## More jobs at Ping An Insurance Group

### [个贷客户经理（房贷专岗）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/97f81731ccbce7db735d/)

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### [个贷经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/742d9c54613985ae3332/)

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### [个贷经理（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/a41ff4dd659b28349176/)

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### [中级销售经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/0a8d47bb5ed76ab99d32/)

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