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New China Life Insurance · 浙江省

# 金融服务专家顾问岗

浙江省 

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/621080875)

[OpenNash Jobs](https://jobs.opennash.com/) / [New China Life Insurance](https://jobs.opennash.com/companies/new-china-life-insurance/) / 金融服务专家顾问岗

## Job description

### Responsibilities
- 承接总公司专家团队资源和支持，为客户提供财富管理、信托传承等方面的专业咨询和顾问服务，提供一揽子、个性化解决方案。
- 陪同代理人进行客户陪谈等工作。
- 承接总公司金融服务培训资源和要求，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新业务、新产品在分公司客户群体中的推动与落地工作。
- 日常战略规划与调研工作，负责政策法规、行业趋势及机构研究，调研分支机构及一线队伍需求，提出可行性建议及业务规划。
- 组织开展财富管理与高客活动沙龙等工作。

### 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: 浙江省[Apply on New China Life Insurance’s careers site →](https://nci.zhiye.com/zpdetail/621080875)

## More jobs at New China Life Insurance

### [中支部门负责人](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/52dd510cddbc3a2058cb/)

浙江省

### [四级机构负责人](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/cc88ccef5018c42a3d6d/)

浙江省

### [三级机构总经理（内蒙古）](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/e5a75fa6668088ee17c8/)

内蒙古自治区

### [三级机构银行渠道部／财富业务部／同业机构部部门负责人（河北分公司）](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/34356d5077d72faeb16e/)

河北省-唐山市

### [上海分公司-管理培训生岗](https://jobs.opennash.com/companies/new-china-life-insurance/jobs/414c39e13549da325afd/)

上海市

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

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