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Ping An Insurance Group · 苏州市

# 派驻投资顾问

苏州市 

Listed on Ping An Insurance Group’s official careers site. Posted September 27, 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=2156641D5CBD4988A6AB251E54CC5450)

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

## Job description

岗位职责
- 本科以上学历，金融类相关专业优先；
- 具备2年及以上金融行业经验，其中含1年以上金融行业销售、产品开发、投资咨询经验，有团队管理经验者优先；
- 遵守职业准则，严格保守客户信息秘密，无不良纪录；
- 追求卓越、具有商业敏感性、沟通协调能力强，遵纪守法、合规意识强；
- 熟练掌握银行、保险、证券、基金等投资知识，熟练运用境内外金融市场工具，擅长投资管理、市场研究和资产配置规划，具有良好的逻辑思维和研究分析能力，沟通协调能力，语言表达和文字运用能力，有CFA、FRM、CIIA、CFP/AFP等金融类专业证书者优先。 任职资格
- 积极研究和贯彻总行业务模式，执行总行的各项政策制度；
- 协助进行市场分析，出具投研报告，并完成相关路演宣导与培训工作，促进复杂产品销售，推动对接经营机构各项经营目标达成；
- 赋能经营高净值客户，向客户宣传我行市场策略观点，组织客户沙龙活动，为客户提供资产配置建议等，实现客户财富的保值增值，增加客户忠诚度和满意度；
- 研究与落实总行投资策略等，组织对理财经理的辅导和培训，赋能提升理财经理专业素养、客户服务能力和产品销售能力；
- 贯彻合规及风控制度要求，确保团队有品质的持续经营，协调处理客户投诉。

## At a glance
- Posted by the employer: Sep 27, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 23 days
- Location: 苏州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=2156641D5CBD4988A6AB251E54CC5450)

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

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