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Ping An Insurance Group · 大连市

# 投资顾问

大连市 

Listed on Ping An Insurance Group’s official careers site. Posted March 20, 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=43DA99FA045C4C419BECC60FAD0596E3)

[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 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
- 具备证券从业资格、基金从业资格、投资顾问资格
- 本科及以上学历、两年及以上金融行业工作经验
- 具备较强的专业投资顾问基础知识储备及金融产品解读能力
- 具备较强的客户沟通能力、营销能力和丰富的客户服务经验
- 在信托、银行、券商有深厚投资咨询和资产配置相关工作经验且业绩表现突出者优先考虑

## At a glance
- Posted by the employer: Mar 20, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 214 days
- Location: 大连市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=43DA99FA045C4C419BECC60FAD0596E3)

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

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