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Ping An Insurance Group · 海口市

# 投资顾问

海口市 

Listed on Ping An Insurance Group’s official careers site. Posted August 11, 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=9F1E73DEE27C4C1AAA38AAC4DFDF4A64)

[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
- 本科及以上学历，金融类相关专业优先；
- 本科5年/硕士3年以上 证券、银行从业或相关工作经验优先；
- 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；

## At a glance
- Posted by the employer: Aug 11, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 海口市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=9F1E73DEE27C4C1AAA38AAC4DFDF4A64)

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

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