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Ping An Insurance Group · 佛山市

# 佛山部投资顾问

佛山市 

Listed on Ping An Insurance Group’s official careers site. Posted March 27, 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=F7D15C6EADD14C15AAF25314D7762AA4)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 佛山部投资顾问

## 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

### 学历
- 本科及以上学历，金融类相关专业优先；

### 经验
- 2年及以上证券从业或相关工作经验；

### 专业能力
- 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，遵守职业准则，严格保守客户信息，无违规及处罚记录；

### 素质要求
- 追求卓越、具有商业敏锐度、沟通协调能力强，遵纪守法，合规意识强。

## At a glance
- Posted by the employer: Mar 27, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 佛山市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=F7D15C6EADD14C15AAF25314D7762AA4)

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### [个贷支持岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/e139a24e5aba9f27aa67/)

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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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