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China Life Insurance · 广东省, 惠州市

# 理财经理

广东省, 惠州市 

Listed on China Life Insurance’s official careers site. Posted February 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=959b2b00-c640-4fdb-b67b-c1075dbe269a)

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

## Job description
- 负责客户资产配置。
- 根据总、分行政策及工作要求，完成存款、基金、保险、理财、信托等产品的营销工作。
- 完成单位交办的其他工作。
- 遵守国家法律法规、银行从业人员准则，诚实守信，合规意识强，具备良好的个人品质和职业道德，无不良记录，符合银行监管部门要求的任职资格条件。
- 身体健康，具备与工作要求相适应的身体条件。
- 具有大学本科及以上学历。
- 持有基金从业资格证，具备广发银行内部要求的相关理财资格。
- 熟悉各类理财产品、基金、保险业务，具有较强的营销能力和人际交往能力，具有客户资源的优先
- 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: Feb 12, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 249 days
- Location: 广东省, 惠州市[Apply on China Life Insurance’s careers site →](https://chinalife.zhiye.com/social/detail?jobAdId=959b2b00-c640-4fdb-b67b-c1075dbe269a)

## More jobs at China Life Insurance

### [一级支行副行长（公司或零售）](https://jobs.opennash.com/companies/china-life-insurance/jobs/0836fc23ee0aefb9b0e5/)

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### [一级支行行长](https://jobs.opennash.com/companies/china-life-insurance/jobs/8a2e9b97b48ab0e54054/)

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### [信用卡部总经理](https://jobs.opennash.com/companies/china-life-insurance/jobs/277d2131f951dfee1012/)

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### [公司客户经理](https://jobs.opennash.com/companies/china-life-insurance/jobs/73b3794f75f8b7f034c1/)

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### [农险专员（惠州）](https://jobs.opennash.com/companies/china-life-insurance/jobs/6114d5836074f4c4a1bf/)

广东省, 惠州市

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

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