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Ping An Insurance Group · 惠州市

# 投资顾问

惠州市 

Listed on Ping An Insurance Group’s official careers site. Posted March 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=6D9E1F192A9C486A8377198037A04DAE)

[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 1.负责客户的投资咨询服务及维护，为客户提供股票投资、产品配置等相关服务； 2.研究总部投研策略，针对客群特点提供针对性服务和产品，同时组织学习和培训，提升客户经理专业性； 任职资格 1.本科或以上学历，金融类相关专业优先 2.3年及以上证券从业或相关工作经验 3.具备证券从业资格、证券投资咨询资格、基金销售资格优先； 4.具有宏观、行业、个股基本面分析能力，有CFA/CFP/AFP等金融专业证书资质优先

## At a glance
- Posted by the employer: Mar 24, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 惠州市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=6D9E1F192A9C486A8377198037A04DAE)

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惠州市

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惠州市

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

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