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Ping An Insurance Group · 岳阳市

# 专家投顾岗

岳阳市 

Listed on Ping An Insurance Group’s official careers site. Posted June 3, 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=000C7398175D41D19004441F210021D6)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 专家投顾岗

## Job description

岗位职责
- 负责存量客户、高净值客户的投资咨询服务
- 投顾产品组合的搭建，并负责组织各项产品、业务类沙龙
- 承接营业部、总部沙龙报告会活动
- 通过市场研究、需求分析等工作为客户经理队伍提供专业支撑 任职资格
- 具有扎实的行业研究基础，研读各主流券商研究报告，能形成自己产品配置策略和观点
- 负责存量客户、高净值客户的投资咨询服务、承接沙龙报告会
- 本科及以上学历，具有证券从业资格、基金、投顾资格，5年以上证券从业经验。

## At a glance
- Posted by the employer: Jun 3, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 139 days
- Location: 岳阳市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=000C7398175D41D19004441F210021D6)

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### [农险业务分部客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/da859a28cd0deb0aaa17/)

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### [君山支公司农险业务分部客户经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/c2376be3eb8337e34e94/)

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### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/da4e31593370bd2edff9/)

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### [商务拓展经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1bde8b721e60e5e6c3ba/)

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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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