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China Life Insurance · 广东省, 阳江市

# 理财经理

广东省, 阳江市 

Listed on China Life Insurance’s official careers site. Posted March 26, 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=1d49cf66-55de-49db-90b0-4cc35a5c3da7)

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

## Job description
- 负责中高端客户的拓展与维护，为客户提供专业化服务，不断提高客户满意度和忠诚度。
- 为客户提供理财规划及资产配置方案，提高客户持有产品的数量，不断增强客户粘性。
- 及时了解外部市场环境变化，提高市场洞察力，准确判断市场趋势和风险，为客户投资决策提供科学依据。
- 以综合化经营为导向，积极挖掘客户多样化的金融需求，不断提升自身综合服务能力。
- 负责完成分行下达的各项业绩指标及上级领导交办的其他工作。
- 具有国家认证的大学本科及以上学历。
- 具有2年以上相关岗位工作经验，持有基金、证券、保险、AFP/CFP等资格证书者优先。
- 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和职业道德，无不良记录。
- 具备良好的沟通协调能力、客户服务意识、业务拓展能力、风险控制能力，持有银行相关专业证书者优先。
- 符合中国人寿系统及本行亲属回避制度的相关规定。

## At a glance
- Posted by the employer: Mar 26, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 207 days
- Location: 广东省, 阳江市[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=1d49cf66-55de-49db-90b0-4cc35a5c3da7)

## More jobs at China Life Insurance

### [一级支行副行长](https://jobs.opennash.com/companies/china-life-insurance/jobs/2f835e05537ee6ebf3c4/)

广东省, 阳江市

### [一级支行行长](https://jobs.opennash.com/companies/china-life-insurance/jobs/465a356def0ff1b8a97a/)

广东省, 阳江市

### [业务员（政保渠道）（阳江）](https://jobs.opennash.com/companies/china-life-insurance/jobs/3d73a2963e8943a7cc87/)

广东省, 阳江市

### [公司客户经理](https://jobs.opennash.com/companies/china-life-insurance/jobs/406e4fd615bfb9465bbc/)

广东省, 阳江市

### [农险风控岗（阳江）](https://jobs.opennash.com/companies/china-life-insurance/jobs/dc27434e4b5104fc2472/)

广东省, 阳江市

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

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