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Ping An Insurance Group · 郑州市

# 投资顾问

郑州市 

Listed on Ping An Insurance Group’s official careers site. Posted October 30, 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=71FF5648F9794F6EB44C149E98815040)

[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
- 协助所辖支行进行市场分析，解读总行投研报告，协助理财经理开拓、经营和维护高净值客户，并完成相关路演宣导与培训工作；
- 通过为客户进行资产合理配置，提高客户持有投资产品的种类和数量；
- 研究所辖客群特点，制订有针对性的产品配置方案，实现客户财富的保值增值；
- 研究与落实投资策略，组织对理财经理的辅导和培训，提高理财经理队伍专业素质和营销能力。 任职资格
- 本科及以上学历，学士及以上学位。
- 财富管理行业3年以上相关工作经验，有高净值客户经营经验优先，具备培训经验优先；具备CFA/CPA/CFP等证书优先。
- 逻辑性强，兼具投资市场分析能力/投资策略理解能力与业务推动能力。
- 纪律及合规意识强，无重大违法违规行为或行业不良记录，符合我行亲属回避原则。

## At a glance
- Posted by the employer: Oct 30, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 355 days
- Location: 郑州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=71FF5648F9794F6EB44C149E98815040)

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

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