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Ping An Insurance Group · 无锡市

# 投资顾问

无锡市 

Listed on Ping An Insurance Group’s official careers site. Posted April 13, 2022. 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=F6207CC7C45E4F78BA454E75C414075C)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 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、1-3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、职位操守良好，风险意识强，无违法违纪行为。

## At a glance
- Posted by the employer: Apr 13, 2022
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 无锡市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F6207CC7C45E4F78BA454E75C414075C)

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

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