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Ping An Insurance Group · 金华市

# 投资顾问

金华市 

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=0F8B26C82C3346FA8F7CE1225BFE2851)

[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
- 负责公司分配客户的关系维护和投资咨询服务；
- 接受公司组织的培训，学习投研策略、服务产品和TO服务模式，按照公司要求做好服务和营销；
- 以客户为中心，为高净值客户提供股类投资和资产配置的投顾服务；
- 通过自拓和MGM持续开发新客户。 任职资格
- 本科及以上学历。
- 两年或以上金融相关工作经验。
- 持有证券、基金从业资格。
- 具有投资咨询资格，或通过投资咨询相关考试者优先。

## 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: 金华市[Apply on Ping An Insurance Group’s careers site →](https://talent.pingan.com/recruit/position.html?positionId=0F8B26C82C3346FA8F7CE1225BFE2851)

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

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