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Ping An Insurance Group · 泉州市

# 泉州营业部投资顾问

泉州市 

Listed on Ping An Insurance Group’s official careers site. Posted July 4, 2025. 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=3AA5E803529049B98B7DC24FCF9B0B73)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 泉州营业部投资顾问

## Job description

岗位职责 1) 负责客户的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； 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，金融类相关专业优先；
- 本科5年/硕士3年以上证券从业或相关工作经验；
- 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； 4）具备跨界视野、领悟融会、逻辑推理、规划策划、沟通协作、商敏直觉、动手实战、创新变革的能力。 5）具备责任担当、勤奋努力、专注聚焦、抗压耐力、魄力决断、气量格局、主动挑战、危机意识的性格。

## At a glance
- Posted by the employer: Jul 4, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 泉州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=3AA5E803529049B98B7DC24FCF9B0B73)

## More jobs at Ping An Insurance Group

### [IFP](https://jobs.opennash.com/companies/ping-an-insurance/jobs/049bf633304f7a30df10/)

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### [专营个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/ad50de43e05d3fc3e152/)

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### [业务分析岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/aa2febf4cbf1f50b7273/)

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

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