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Ping An Insurance Group · 绍兴市

# 财富管理综合顾问岗

绍兴市 

Listed on Ping An Insurance Group’s official careers site. Posted June 18, 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=5FB2722CBBD44B6D9F075EDCEC83AB53)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 财富管理综合顾问岗

## Job description

岗位职责
- 负责客户的开户、服务及维护，为客户提供股票投资、产品配置等相关服务
- 基金信托等金融产品的销售
- 研究总部投研策略，针对客群特点提供针对性服务和产品，积极参与学习培训，提升个人客户经营的专业性 任职资格
- 本科及以上学历；
- 有金融行业工作经验者优先；
- 有较强的沟通、学历及抗压能力；
- 具备证券、基金从业资格。

## At a glance
- Posted by the employer: Jun 18, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 124 days
- Location: 绍兴市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=5FB2722CBBD44B6D9F075EDCEC83AB53)

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### [平安银行绍兴分行对公客群经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/bc3247826eb444def7da/)

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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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