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Ping An Insurance Group · 杭州市

# 杭州分行私行财富部投资顾问

杭州市 

Listed on Ping An Insurance Group’s official careers site. Posted July 22, 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=A4D4DC4F021A430EA026BB69040B2F87)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 杭州分行私行财富部投资顾问

## Job description

岗位职责 1) 研究与落实总行政策制度、经营策略、投资策略，研究所辖机构的客群特点，制定有针对性的产品配置方案，实现客户财富的保值增值，促进所辖机构达成经营目标； 2）组织对客户经理的辅导和培训，提升客户经理财富规划专业能力、客户服务能力和产品销售能力，帮助一线及时了解宏观动态，保持市场敏感性，熟悉掌握重点产品的要素、亮点、收益来源与影响因素、适配客群以及营销话术。 3）协助所辖机构的市场管理和开拓，协助客户经理经营高资产客户。主讲客户沙龙活动，向客户宣传我行市场策略观点，为客户提供资产配置建议等，完成客户财富的增值、保值与传承相关的规划，增加客户忠诚度和满意度； 4) 贯彻合规及风控制度要求，确保团队有品质的持续经营，协助客户经理处理客户投诉。 任职资格

### 学历
- 本科及以上学历，金融、经济等相关专业；

### 经验
- 5年以上相关的金融从业经历；

### 专业能力
- 擅长市场研究、投资理财和资产配置规划；熟悉境内外主要投资品种和银行产品；熟练掌握保险、家族信托等保障规划工具；有CFA、CFP、AFP、CPA等专业证照者优先；

### 通用能力
- 擅长有逻辑有趣有料的表达；营销能力强，服务意识好；沟通协调能力强；熟练使用ppt、EXCEL等基础办公软件
- 职业操守良好，风险意识强，无违法违纪行为。

## At a glance
- Posted by the employer: Jul 22, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 杭州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=A4D4DC4F021A430EA026BB69040B2F87)

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

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