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Ping An Insurance Group · 天津市

# 05713H-财富专员

天津市 

Listed on Ping An Insurance Group’s official careers site. Posted October 16, 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=173D3DE665EA4210806224D7787E3169)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 05713H-财富专员

## Job description

岗位职责 1、基于项目和用户需求分析，综合竞争对手动态和市场动态，整合各类需求，规划产品路线和功能； 2、研究总部投研策略，针对客群特点提供针对性服务和产品，同时组织学习和培训，提升客户经理专业性。 任职资格
- 本科及以上学历，经济、金融等相关专业 ；
- 具有宏观、行业、个股基本面分析能力；
- 具备3-5年证券相关从业经验优先 ；
- 有证券从业资格、基金从业资格及证券投资咨询资格，具备CFA/CFP/AFP等证书资质优先。

## At a glance
- Posted by the employer: Oct 16, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 4 days
- Location: 天津市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=173D3DE665EA4210806224D7787E3169)

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### [个人业务推动岗(医健方向)](https://jobs.opennash.com/companies/ping-an-insurance/jobs/9e0dd30b64e25aaa24cf/)

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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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