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China Life Insurance · 吉林省, 长春市

# 理财经理

吉林省, 长春市 

Listed on China Life Insurance’s official careers site. Posted June 11, 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=4698c737-a15d-4f52-b65f-2311e1313739)

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

## Job description
- 负责财富客户开发和维护工作，为客户提供标准化、规范化服务，提高客户满意度，保持客群稳定增长。
- 负责为财富客户提供资产配置方案及理财规划，提高客户持有本行产品的数量，提升客户粘性。
- 负责及时更新维护客户信息，确保客户信息的完整性和准确性。
- 根据分支行要求开展零售金融相关工作。
- 具有国家认证的大学本科及以上学历。
- 具有2年及以上银行零售金融从业经验，持有基金从业资格，熟悉财富管理相关金融知识。
- 持有CFP、AFP等相关专业证书者优先。
- 具有良好的沟通能力和表达能力，具有较强的客户服务意识。
- 具有良好的职业操守，诚信敬业，遵守国家法律、法规和各项金融规章制度，无违法、违规、违纪等不良记录。
- 身体健康，具备与工作要求相适应的身体条件。
- 符合监管部门、中国人寿集团和广发银行履职回避管理的相关规定。

## At a glance
- Posted by the employer: Jun 11, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 130 days
- Location: 吉林省, 长春市[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=4698c737-a15d-4f52-b65f-2311e1313739)

## More jobs at China Life Insurance

### [一级支行公司金融部主任](https://jobs.opennash.com/companies/china-life-insurance/jobs/7e9777cac59512ec916c/)

吉林省, 长春市

### [一级支行副行长（公司金融）](https://jobs.opennash.com/companies/china-life-insurance/jobs/af3ff4aced6482a672c8/)

吉林省, 长春市

### [一级支行行长](https://jobs.opennash.com/companies/china-life-insurance/jobs/8444bee07a77cea66b44/)

吉林省, 长春市

### [公司业务营销团队负责人](https://jobs.opennash.com/companies/china-life-insurance/jobs/ccd51fe4457f03bdf04c/)

吉林省, 长春市

### [公司客户经理](https://jobs.opennash.com/companies/china-life-insurance/jobs/39997a814aed5b0ea710/)

吉林省, 长春市

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

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