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Ping An Insurance Group · 金华市

# 专家投顾

金华市 

Listed on Ping An Insurance Group’s official careers site. Posted May 29, 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=8A8599EE84CE4510BB5F3195FDCA09FA)

[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
- 市场策略研究，模拟组合等投资咨询服务产品的设计及生产。
- 整合公司大类资产配置建议，协助财富顾问制作投资建议书。
- 为交易性客户提供签约增值服务，提供股票投资，产品配置等相关服务。
- 对其他营销团队提供专业支持。
- 按照公司要求进行投顾策略报告会，讲座、沙龙和公开媒体的投资咨询服务。
- 生产资讯等投资咨询服务。
- 分支机构衍生品专家。
- 公司领导安排的其他工作。 任职资格
- 熟悉各类金融产品，具备证券基金、投顾从业资格；
- 本科及以上学历与学位；
- 有良好的沟通表达及客户经营能力，有相关从业经验者优先。

## At a glance
- Posted by the employer: May 29, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 金华市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=8A8599EE84CE4510BB5F3195FDCA09FA)

## More jobs at Ping An Insurance Group

### [4S店销售专员（义乌）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/a74cf9d5e1ad45275a8e/)

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### [业务受理岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/71054e51a5e07505dcce/)

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### [个代营销专员（义乌）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/030c3446c1dbc5be8ec5/)

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### [人伤查勘岗（义乌）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/878916b1722ea11a381e/)

金华市

### [区域主管（金华、存量回租）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b36b70deb19eb15771ad/)

金华市

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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