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China Life Insurance · 广东省, 深圳市

# 私行客户经理（投资顾问）

广东省, 深圳市 

Listed on China Life Insurance’s official careers site. Posted July 30, 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=2d63db96-8692-4085-b919-bfa562cd3ee2)

[OpenNash Jobs](https://jobs.opennash.com/) / [China Life Insurance](https://jobs.opennash.com/companies/china-life-insurance/) / 私行客户经理（投资顾问）

## Job description
- 统筹推动分行财富业务重点经营指标，分片区对接经营机构，提升经营机构财富业务经营效能；
- 负责制定中高端客户市场投资策略和财富产品组合销售推动方案，提供重要财经资讯、市场研究报告和产品资讯；
- 陪访支行客户，协助支行为中高端客户提供投资顾问专业支持，为中高端客户提供专业的资产配置方案；
- 负责片区理财经理团队产能建设、过程化管理、核心业务督导；
- 开展营销活动，作为沙龙活动主讲人，助力提升活动产出。
- 具有国家认证的大学本科及以上学历；
- 熟悉银行个人业务产品，持有CFP、AFP、CFA等相关理财证书，有投顾经验者优先；
- 具有良好的团队合作意识，责任心强，工作细致；
- 具有较强的沟通协调以及处理应急事件的能力；
- 符合中国人寿集团和我行亲属回避规定。

## At a glance
- Posted by the employer: Jul 30, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 81 days
- Location: 广东省, 深圳市[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=2d63db96-8692-4085-b919-bfa562cd3ee2)

## More jobs at China Life Insurance

### [AI应用研发岗](https://jobs.opennash.com/companies/china-life-insurance/jobs/30391bebddb481a3e842/)

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### [一级支行公司金融部主任](https://jobs.opennash.com/companies/china-life-insurance/jobs/485633141b9e38d3b710/)

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### [一级支行副行长（公司金融/个人金融）](https://jobs.opennash.com/companies/china-life-insurance/jobs/33ac2fa3e173cf7519cd/)

广东省, 深圳市

### [一级支行行长](https://jobs.opennash.com/companies/china-life-insurance/jobs/98251693647422d9f226/)

广东省, 深圳市

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

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