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Ping An Insurance Group · 温州市

温州营业部投资顾问

温州市

Listed on Ping An Insurance Group’s official careers site. Posted October 16, 2026. Check that it is still open and apply there.

Apply on Ping An Insurance Group’s careers site →

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;
  • 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。

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