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China Life Insurance · 山西省, 太原市

# 理财经理

山西省, 太原市 

Listed on China Life Insurance’s official careers site. Posted October 16, 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=2746875c-5f9d-4f5d-bb33-e81964d55ccf)

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

## Job description
- 负责高净值客户的营销开发工作。
- 负责高净值客户的经营维护，为客户提供标准化、规范化服务，提高客户满意度和忠诚度，保持客群稳定增长。
- 为客户提供资产配置方案及理财规划，提升客户粘性。
- 具有国家认证的大学本科及以上学历。
- 具有2年及以上的理财经理相关工作经验，熟悉银行理财产品、基金、保险等零售业务产品。具有基金从业资格证。
- 具有良好的团队合作精神，良好的沟通能力和客户服务意识。
- 同等条件下，持有AFP、CFP或有一定客户资源者优先。
- 遵纪守法，诚实守信，廉洁自律，职业操守良好，品行端正，无不良行为记录。
- 符合中国人寿集团和广发银行相关回避制度规定。
- 身体健康，具备与工作要求相适应的身体条件。

## At a glance
- Posted by the employer: Oct 16, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 3 days
- Location: 山西省, 太原市[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=2746875c-5f9d-4f5d-bb33-e81964d55ccf)

## More jobs at China Life Insurance

### [一级支行零售金融部主任](https://jobs.opennash.com/companies/china-life-insurance/jobs/83ef425b3bd339cd91b3/)

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### [公司业务营销团队负责人](https://jobs.opennash.com/companies/china-life-insurance/jobs/04c9c59f1610e28580d2/)

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### [公司客户经理（高级/资深级）](https://jobs.opennash.com/companies/china-life-insurance/jobs/4f4baf54fd683f6c465c/)

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### [分行营销英才（太原）](https://jobs.opennash.com/companies/china-life-insurance/jobs/1ddc1fec4106334c2fff/)

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### [支行公司金融方向暑期实习生（太原）](https://jobs.opennash.com/companies/china-life-insurance/jobs/c479d518f917da3c1d8b/)

山西省, 太原市

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

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