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China Life Insurance · 浙江省, 宁波市

# 理财经理

浙江省, 宁波市 

Listed on China Life Insurance’s official careers site. Posted August 13, 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=a9154464-0310-46b4-b21e-d003ca742292)

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

## Job description
- 负责零售客户的开发工作，保持客群稳定增长。
- 负责零售客户的经营维护工作，挖掘客户的深层次需求，为客户提供标准化、规范化服务，提高客户满意度和忠诚度。
- 为零售客户提供专业的资产配置方案及理财规划。
- 及时更新维护客户信息，确保客户信息的完整性和准确性。
- 领导交办的其他事项。
- 具有国家认证的本科及以上学历。
- 具有2年以上银行零售业务营销经验。
- 身体健康，具有与工作要求相适应的身体条件。
- 遵纪守法、诚实守信，具有良好的个人品质，无不良记录。
- 符合中国人寿系统及本行亲属回避制定的相关规定。
- 持有证券、基金、保险、AFP/CFP等资格证书者优先。

## At a glance
- Posted by the employer: Aug 13, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 67 days
- Location: 浙江省, 宁波市[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=a9154464-0310-46b4-b21e-d003ca742292)

## More jobs at China Life Insurance

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### [业务管理岗（省公司）](https://jobs.opennash.com/companies/china-life-insurance/jobs/f4a83ff6c43f1cd2c9c1/)

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### [人力发展岗（北仑）](https://jobs.opennash.com/companies/china-life-insurance/jobs/0f740bdf380ff55e8940/)

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### [人力发展岗（慈溪）](https://jobs.opennash.com/companies/china-life-insurance/jobs/9b0243866afe4e4d1689/)

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

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