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Ping An Insurance Group · 合肥市

# 资深投顾

合肥市 

Listed on Ping An Insurance Group’s official careers site. Posted January 21, 2026. 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=85920B4BD80E4573B2B42C6E92BBA018)

[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
- 市场策略研究，模拟组合等投资咨询服务产品的设计与生产；
- 整合公司大类资产配置建议，协助财富顾问制作投资建议书；
- 为交易型客户提供签约增值服务；
- 对其他营销团队提供专业支持；
- 按照公司要求进行投资策略报告会、讲座、沙龙和公开媒体的投资咨询活动；
- 生产资讯等投资咨询产品；
- 分支机构衍生品专家；
- 公司领导安排的其他工作。 任职资格
- 持有证券从业资格、证券投资顾问资格、基金从业资格;
- 具备3年以上基金/证券/投资行业相关工作经验;
- 工作地点为合肥市;
- 具备良好的沟通能力和客户服务意识;
- 具备一定的销售经验，能够开发和维护客户关系。

## At a glance
- Posted by the employer: Jan 21, 2026
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: 272 days
- Location: 合肥市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=85920B4BD80E4573B2B42C6E92BBA018)

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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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