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Bank of Beijing · 江苏省, 苏州市

# 理财经理岗

江苏省, 苏州市 

Listed on Bank of Beijing’s official careers site. Posted March 18, 2026. Check that it is still open and apply there.
[Apply on Bank of Beijing’s careers site →](https://bankofbeijing.zhiye.com/social/detail?jobAdId=3cd812da-59b2-491b-9c4e-2a6a3bf2eb8b)

[OpenNash Jobs](https://jobs.opennash.com/) / [Bank of Beijing](https://jobs.opennash.com/companies/bank-of-beijing/) / 理财经理岗

## Job description

### 岗位描述

客户的维护和开发，结合客户需求和产品特性，有针对性地向客户进行关联销售，向客户提供货推荐产品组合，提高交叉销售比率，完成任职要求的各项销售指标，根据客户需求向提提供专业理财建议和策划，制定理财规划报告书，并进行跟踪调整。

### 任职条件

（1）本科（含）以上学历； （2）3年以上个人金融、理财从业经历； （3）有较强的市场开拓和沟通能力； （4）有较强的理财专业知识能力，持有AFP、CFP等证书优先。

## At a glance
- Posted by the employer: Mar 18, 2026
- First seen by OpenNash: Oct 13, 2026
- Last checked: Oct 20, 2026
- Listed for: 216 days
- Location: 江苏省, 苏州市[Apply on Bank of Beijing’s careers site →](https://bankofbeijing.zhiye.com/social/detail?jobAdId=3cd812da-59b2-491b-9c4e-2a6a3bf2eb8b)

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

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