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Ping An Insurance Group · 台州市

# 财富专员

台州市 

Listed on Ping An Insurance Group’s official careers site. Posted August 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=6A34F97D8BEE49DE885DBD04D73ABD4A)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 财富专员

## Job description

岗位职责 1.负责客户的服务及维护，为客户提供财富管理、产品配置等相关服务； 2.针对客群特点提供针对性服务和产品，积极参与学习培训，提升个人客户经营的专业性。 任职资格
- 本科及以上学历；
- 证券从业或相关工作经验；
- 已通过证券从业考试，具有基金销售资格，具备证券投顾咨询资格优先，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。

## At a glance
- Posted by the employer: Aug 27, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 台州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=6A34F97D8BEE49DE885DBD04D73ABD4A)

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### [业务推动岗（台州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/91ef010107f1075f33f5/)

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### [人伤查勘岗（台州仙居）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/806ca11be653ff7c933f/)

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### [创展专员（台州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/aaf97965aaa7ba36474b/)

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### [区域主管（台州）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/f0dde8b5457f61e3daf1/)

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### [台州分行个贷团队长](https://jobs.opennash.com/companies/ping-an-insurance/jobs/6b21d0b639fed89bb041/)

台州市

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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