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China Life Insurance · 浙江省, 杭州市/温州市/嘉兴市/湖州市/绍兴市/金华市/台州市

# 理财经理（全辖）

浙江省, 杭州市/温州市/嘉兴市/湖州市/绍兴市/金华市/台州市 

Listed on China Life Insurance’s official careers site. Posted April 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=eac09d63-24c9-4d12-80e3-57090fc59bb7)

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

## Job description
- 按总分行要求开展理财相关业务，负责支行客户的挖掘与维护；
- 负责为客户提供日常服务和全方位的金融服务，实现客户资产的保值增值；
- 熟悉各种金融产品，负责向目标客户销售金融产品。
- 具有国家认证的大学本科及以上学历，专业不限；
- 具有2年及以上银行相关工作经历，熟悉理财、保险等零售相关业务，具有相应岗位任职资格，持有基金、AFP\CFP\CPB等资格证者优先考虑；
- 具有良好的职业操守和较强的事业心、责任心，良好的沟通与语言表达能力、适应团队协作；
- 能够遵守国家法律，无违法违规等不良记录，职业操守良好，品行端正；
- 符合中国人寿和广发银行相关亲属回避制度规定。

## At a glance
- Posted by the employer: Apr 30, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 172 days
- Location: 浙江省, 杭州市/温州市/嘉兴市/湖州市/绍兴市/金华市/台州市[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=eac09d63-24c9-4d12-80e3-57090fc59bb7)

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

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