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China Life Insurance · 广东省, 揭阳市/汕尾市/潮州市/汕头市

# 理财经理

广东省, 揭阳市/汕尾市/潮州市/汕头市 

Listed on China Life Insurance’s official careers site. Posted June 12, 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=2867ed13-df85-401a-a56f-3b63d51c8f0d)

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

## Job description
- 维护客户关系，有效实现客户的挖掘与升级，完成总、分行各项考核任务。
- 为客户提供综合性资产配置方案及理财规划，提高交叉销售率。
- 密切关注市场及客户情况变化，积极防范风险，维护银行与客户权益。
- 为客户提供综合金融解决方案。
- 具有国家认证的大学本科及以上学历，金融、财经、营销类专业优先。
- 有2年及以上银行理财经理工作经验。
- 持有基金从业资格证书。
- 具备良好的业务拓展能力和客户服务意识。
- 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，无不良嗜好。

## At a glance
- Posted by the employer: Jun 12, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 129 days
- Location: 广东省, 揭阳市/汕尾市/潮州市/汕头市[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=2867ed13-df85-401a-a56f-3b63d51c8f0d)

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

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