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New China Life Insurance · 北京市

# 金融服务部/高净值客户部-投顾专家岗-财富管理专家

北京市 

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/621082192)

[OpenNash Jobs](https://jobs.opennash.com/) / [New China Life Insurance](https://jobs.opennash.com/companies/new-china-life-insurance/) / 金融服务部/高净值客户部-投顾专家岗-财富管理专家

## Job description

### Responsibilities
- 解读国内外市场最新动态，为客户提供及时的市场信息，解答客户在财富管理方面的疑问；
- 挖掘内外部资源，设计并完善高客在财富管理领域的权益；
- 为客户提供财富投资咨询服务，根据客户的不同需求，制定个性化的理财规划，帮助客户做好资产配置以及财富增值计划；组织策划开展财富管理相关活动；
- 赋能一线营销员，为前线销售队伍开展各类培训、提供专业支持；陪同一线营销员进行客户陪谈、回访等工作。

### Qualifications
- 原则上应具有硕士研究生及以上学历，金融、经济、管理、法律等相关专业，具备扎实的金融理论基础和财务管理知识，有证券、银行、信托等金融行业工作经验者优先，具备证券投资咨询资格、CPA、CFA、CFP等资格者优先；
- 熟悉各类金融投资产品和大类资产配置，了解国内外资本市场和企业产品及服务；
- 具备较强的分析和解决问题的能力，能够对复杂问题进行深入分析并提出解决方案；
- 具有良好的市场敏感度，能够及时把握市场动态，具备良好的拓客和客户关系维护能力。

## 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: 北京市[Apply on New China Life Insurance’s careers site →](https://nci.zhiye.com/zpdetail/621082192)

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