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China Life Insurance · 广东省, 深圳市

# 理财经理

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=b4f73ee5-e534-4d47-9f98-4a634e6e8ffc)

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

## Job description
- 负责支行财富客户的开发、经营维护等工作，为客户提供标准化、规范化服务；
- 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，提升客户粘性；
- 维护我行品牌形象，确保合规营销。
- 具有国家认证的大学本科及以上学历；
- 具有3年以上银行理财经理从业经验，持有基金从业资格证，取得AFP、CFP资格证书等从业经历者优先考虑；
- 熟悉银行金融法律、法规和零售业务产品及流程，具有较强的合规意识和零售业务风险识别能力；
- 具有良好的团队合作精神，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广发银行相关回避制度规定。

## 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=b4f73ee5-e534-4d47-9f98-4a634e6e8ffc)

## 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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