平安健康保险股份有限公司
投资顾问
2 years ago
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Important information
Contract type:
Permanent
Location:
Chengdu, Sichuan, China
Work mode:
Onsite
Published on:
12 August 2026
What they need
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平安证券-投资顾问
城市: 成都市 经验要求: 2年 招聘人数: 2人 今天
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；
岗位要求:
- 1、本科及以上学历，金融类相关专业优先；
- 2、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；
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