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Ping An Insurance Group · 扬州市

# 投资顾问

扬州市 

Listed on Ping An Insurance Group’s official careers site. Posted February 24, 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=97E9A46F3F4946ABA0A953B7EF546F32)

[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
- 为公司分配客户提供投资咨询服务，包括升佣签约服务，固定付费类服务，全账户收费服务，资产配置服务；
- 销售公司主推各类金融产品；
- 组织举办投资报告会、投资沙龙、产品路演活动；
- 研究总部投研策略，针对客群特点提供针对性服务和产品。 任职资格
- 本科或以上学历，金融类相关专业优先；
- 有银行或券商工作经验者优先；
- 已通过证券从业考试，具有宏观、行业、个股基本面分析等基础能力；
- 通过基金从业、投顾从业资格考试，或具备CFA/CPA/AFP等金融专业证书资质优先。

## At a glance
- Posted by the employer: Feb 24, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 扬州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=97E9A46F3F4946ABA0A953B7EF546F32)

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

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