平安健康保险股份有限公司
投资顾问
1 month ago
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Important information
Contract type:
Permanent
Location:
Fuzhou, Fujian, China
Work mode:
Onsite
Published on:
16 September 2026
What they need
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平安证券-平安证券长乐区投资顾问
城市: 福州市 经验要求: 2年 招聘人数: 1人 昨天
岗位职责:
- 1、负责存量客户、高净值客户的投资咨询服务； 2、负责组织公司内部培训、定期组织投资沙龙； 3、投顾产品组合的搭建及推广。
岗位要求:
- 1.本科或以上学历； 2.有银行或券商实习工作经验者优先； 3. 已通过证券从业考试，具有宏观、行业、个股基本面分析等基础能力； 4.通过投顾从业资格考试，或具备CFA/CPA/AFP等金融专业证书资质优先。
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