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Ping An Insurance Group · 杭州市

# 资深投顾

杭州市 

Listed on Ping An Insurance Group’s official careers site. Posted November 26, 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=8729C5036DD74B8983B0CD4A12514206)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 资深投顾

## Job description

岗位职责
- 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；
- 研究总部投研策略，针对客群特点提供针对性服务和产品，积极参与学习培训，提升个人客户经营的专业性。
- 组织投资策略报告会、讲座及投资咨询沙龙。 任职资格
- 本科或以上学历，金融类相关专业优先；
- 具备基金从业及证券投资顾问资格，具有宏观、行业、个股基本面分析等基础能力；
- 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: Nov 26, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 328 days
- Location: 杭州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=8729C5036DD74B8983B0CD4A12514206)

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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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