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Ping An Insurance Group · 东莞市

# 总行派驻分行投资顾问

东莞市 

Listed on Ping An Insurance Group’s official careers site. Posted August 17, 2021. 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=3FF4FC26663F4BF8965F2755520994E1)

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

## Job description

岗位职责
- 为财富及私行客户提供专业、客观的中短期资产配置和投资咨询服务；
- 监控客户的投资组合，确保当前资产配置符合客户风险承受能力；
- 协助理财经理为客户提供中长期资产负债配置；
- 陪同理财经理进行面谈、促成签约。 任职资格 1.本科及以上学历，经济、金融、会计、法律等与岗位职责相关的专业优先； 2、3年或以上银行相关工作经验，熟悉银行财富管理业务； 3、持有基金从业资格证、AFP、CFA、CFP等专业证照优先； 4、抗压能力、沟通协调和推动执行能力强，有一定管理能力； 5、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: Aug 17, 2021
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 东莞市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=3FF4FC26663F4BF8965F2755520994E1)

## More jobs at Ping An Insurance Group

### [AM-线上服务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/13568dab2ae7ff3a6c35/)

东莞市

### [FC-财富管理顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/484758c93cdc0769a996/)

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### [三方经代渠道业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/087a5d67451d0a192207/)

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### [业务分部经理（代理人渠道）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b6ae28e59474e46bd4b8/)

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### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1fa4b7895128fa7e07ec/)

东莞市

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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