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Ping An Insurance Group · 南京市

# 专家投顾

南京市 

Listed on Ping An Insurance Group’s official careers site. Posted July 28, 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=5F322C804BD144BAA7CA9BF2931B4BCF)

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

## Job description

### 岗位职责
- 负责存量客户、高净值客户投资咨询服务及维护，为客户提供股票投资、产品配置等相关服务;
- 根据不同的市场风格，制定投资策略，构建股类组合产品，管理跟踪组合业绩，定期再平衡并撰写组合运行报告;
- 整合投研资源，研读各主流券商研究报告，形成交易策略和观点，为营业部投顾团队提供专业赋能及服务支持;
- 结合业务需要，针对客群特点提供针对性服务和产品，为营业部投顾团队提供不定期投研，产品培训，路演支持;
- 参与分公司投顾办公室的规划及运作。 任职资格 1、硕士及以上学历，金融类相关专业优先较为优秀可放宽本科学历; 2、5年以上证券从业经验，有二级市场投资组合实盘或者模拟盘相关工作经验; 3、具备证券投资咨询资格、基金销售资格，具有宏观、行业、个股基本面分析能力，CFA/CFP/AFP等金融专业证书资质优先。

内招投递要求

## At a glance
- Posted by the employer: Jul 28, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 84 days
- Location: 南京市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=5F322C804BD144BAA7CA9BF2931B4BCF)

## More jobs at Ping An Insurance Group

### [2019应届生岗-矿大场](https://jobs.opennash.com/companies/ping-an-insurance/jobs/aa5ef2c9d2064587df46/)

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### [三方业务分部经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1bf4e86e0b3a51ee9e95/)

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### [业务企划岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/27cbfb6b2e723917980a/)

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### [个人业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/abe0fef7d4ca07d22883/)

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### [个贷业务团队长（自营）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/79e2be0b688adb1c96af/)

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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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