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Ping An Insurance Group · 上海市

# 远程投资顾问

上海市 

Listed on Ping An Insurance Group’s official careers site. Posted February 9, 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=DD5BD821BA5A45FF97BE70096139D622)

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

## Job description

岗位职责
- 分析中、高净值客户的投资需求，为客户提供投资顾问服务；
- 负责维护和经营中、高净值客户，并向客户介绍以买方投研体系为主的私人投顾等服务；
- 对存量客户进行深度挖掘，对客户提供基础性服务，包括但不限于证券端客户提供市场、策略、资产配置、重要权益产品的传递和解读，提供沙龙服务；
- 对签约客户提供投顾咨询服务，为客户提供账户诊断、全帐户资产配置等服务； 任职资格 1、本科以上学历，具备证从、基从、投顾从业； 2、35岁以下，1-3年相关金融行业工作经验； 3、具备一定的客户服务和营销能力，较好的沟通表达能力； 4、具有证券、基金、投顾资格，有大型券商、银行及信托理财经验优先。

## At a glance
- Posted by the employer: Feb 9, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 253 days
- Location: 上海市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=DD5BD821BA5A45FF97BE70096139D622)

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

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