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Ping An Insurance Group · 湛江市

# 投资顾问

湛江市 

Listed on Ping An Insurance Group’s official careers site. Posted March 28, 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=D0C5191AE22140E1859624B09A5750A4)

[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
- 借助公司资源平台，负责客户的服务与深度价值开发等工作；
- 为客户提供股票投资、产品等全账户资产配置服务和管理服务；
- 研究总部投研策略，针对客群特点提供个性化服务和配置方案 任职资格 1、本科及以上学历，金融类相关专业优先； 2、1-3年以上证券从业或相关工作经验； 3、具备证券从业资格、投资咨询资格、基金销售资格； 4、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: Mar 28, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 湛江市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=D0C5191AE22140E1859624B09A5750A4)

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### [咨询顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/9c9e27cebc6aa4eca214/)

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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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