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Ping An Insurance Group · 东莞市

# 东莞部投资顾问

东莞市 

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=57008C41EEFA48ED8C065AE0C3DD57C7)

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

## Job description

岗位职责
- 做好公司分配的高净值财富客户经营，落实对客户的销售、服务、维护、深度价值开发等工作；
- 从资产配置角度出发，为财富客户提供适当的金融产品，完成各类型产品销售及财富指标任务；
- 积极参加公司组织的各类型产品、业务培训，不断提升个人业务能力及素质； 任职资格 1.本科及以上学历，金融类相关专业优先； 2.3年以上证券从业或相关工作经验； 3.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；

## 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: 东莞市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=57008C41EEFA48ED8C065AE0C3DD57C7)

## More jobs at Ping An Insurance Group

### [AM-线上服务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/13568dab2ae7ff3a6c35/)

东莞市

### [FC-财富管理顾问](https://jobs.opennash.com/companies/ping-an-insurance/jobs/484758c93cdc0769a996/)

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### [三方经代渠道业务经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/087a5d67451d0a192207/)

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### [业务分部经理（代理人渠道）](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b6ae28e59474e46bd4b8/)

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### [业务推动岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/1fa4b7895128fa7e07ec/)

东莞市

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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