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Ping An Insurance Group · 西安市

# 陕西分公司投资顾问岗

西安市 

Listed on Ping An Insurance Group’s official careers site. Posted July 17, 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=6EA6CB5FCBD74A74897114719C4C91B9)

[OpenNash Jobs](https://jobs.opennash.com/) / [Ping An Insurance Group](https://jobs.opennash.com/companies/ping-an-insurance/) / 陕西分公司投资顾问岗

## 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
- 本科及以上学历，金融类相关专业优先；
- 本科5年/硕士3年以上证券从业或相关工作经验；
- 具备证券从业资格、基金从业资格、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: Jul 17, 2025
- First seen by OpenNash: Oct 20, 2026
- Last checked: Oct 20, 2026
- Listed for: Over a year
- Location: 西安市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=6EA6CB5FCBD74A74897114719C4C91B9)

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### [2M客户经理——陕西](https://jobs.opennash.com/companies/ping-an-insurance/jobs/4b8ff300236e1ab4b9b0/)

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### [业务拓展经理](https://jobs.opennash.com/companies/ping-an-insurance/jobs/349405681246f68cee69/)

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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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