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China Life Insurance · 江西省, 南昌市/赣州市

# 理财经理

江西省, 南昌市/赣州市 

Listed on China Life Insurance’s official careers site. Posted July 31, 2026. Check that it is still open and apply there.
[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=f6e7b6a1-8468-4d89-b3d8-0ae4c76a5457)

[OpenNash Jobs](https://jobs.opennash.com/) / [China Life Insurance](https://jobs.opennash.com/companies/china-life-insurance/) / 理财经理

## Job description
- 负责中高端客户的拓展与维护，为客户提供专业化服务，不断提高客户满意度和忠诚度。
- 为客户提供理财规划及资产配置方案，提高客户持有本行产品的数量，不断增强客户粘性。
- 及时了解外部市场环境变化，提高市场洞察力，准确判断市场趋势和风险，为客户投资决策提供科学依据。
- 要以综合化经营为导向，积极挖掘客户的零售信贷、信用卡等多样化金融需求，不断提升自身综合服务能力。
- 严禁飞单、不当承诺、虚假宣传等违规行为，严格落实客户个人信息保护，保障客户的合法权益。
- 其他所在支行安排的工作事项。
- 具有2年及以上金融相关工作经验，掌握较为丰富的零售业务相关知识，熟悉财富类产品销售与个性化理财规划服务，有良好的客户基础。
- 形象气质佳，有亲和力，具有客户拓展及市场挖掘能力，具备较强的责任心、良好的学习、沟通、协作能力。
- 持基金等相关专业证书，持AFP/CFP/CFA优先。
- 具有国家认证的大学本科及以上学历。
- 符合监管任职回避制度规定，符合中国人寿集团和广发银行相关回避制度规定。

## At a glance
- Posted by the employer: Jul 31, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 80 days
- Location: 江西省, 南昌市/赣州市[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=f6e7b6a1-8468-4d89-b3d8-0ae4c76a5457)

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

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