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New China Life Insurance · 广东省-深圳市

# 客户生态部专家顾问岗

广东省-深圳市 

Listed on New China Life Insurance’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on New China Life Insurance’s careers site →](https://nci.zhiye.com/zpdetail/621121666)

[OpenNash Jobs](https://jobs.opennash.com/) / [New China Life Insurance](https://jobs.opennash.com/companies/new-china-life-insurance/) / 客户生态部专家顾问岗

## Job description

### Responsibilities
- 为客户提供财富管理、信托传承、财税法商等领域的专业咨询和顾问服务，提供一揽子、个性化解决方案。
- 开展客户沙龙活动，陪同代理人进行客户陪访陪谈工作。
- 为内外勤队伍提供相关培训和专业支持。
- 根据总公司业务模式和产品规划，完成信托、财富管理及家办领域的业务推动与落地。
- 领导交办的其他工作。

### Qualifications
- 本科及以上学历，经济、金融、会计、税务、法学等相关专业背景，在金融产品、私人银行、法律（法院）、税务、信托等一个或多个领域具备丰富经验。
- 熟悉高净值客户财富管理相关需求，能够在大类资产配置、财商税法规划方面提供专业建议。
- 具有券商银行等金融机构从业经历者优先，条件特别优秀者可适当放宽要求。
- 具有良好亲和力和专业知识，具备优秀的客户关系维护及开拓能力。
- 具备较好的演讲能力。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: Under a day
- Location: 广东省-深圳市[Apply on New China Life Insurance’s careers site →](https://nci.zhiye.com/zpdetail/621121666)

## More jobs at New China Life Insurance

### [四五级机构经理/副经理（主持工作）](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/f521e33f8fc6b1d17f2d/)

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### [团体业务部/健康保险部总经理/副总经理（主持工作）](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/fa8b015593485d91a29a/)

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### [新人与优增培训岗](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/570b8305501b96d2469d/)

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### [消费者权益保护岗](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/615f444b913c7930c88c/)

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### [深圳分公司-产品调研岗](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/0cc866d6de8ed63daae5/)

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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