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Bank Of Hangzhou · 丽水

# 理财经理（含团队长）

丽水 

Listed on Bank Of Hangzhou’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on Bank Of Hangzhou’s careers site →](https://myjob.hzbank.com.cn/hzzp-apply-web/static/index.html#/employDesc/27158561)

[OpenNash Jobs](https://jobs.opennash.com/) / [Bank Of Hangzhou](https://jobs.opennash.com/companies/bank-of-hangzhou/) / 理财经理（含团队长）

## Job description
- 负责落实零售新客户的拓展和存量客户挖潜，提升客户在我行的金融资产规模；
- 负责落实各类零售客户营销活动，建立客户信息档案开展客户关怀，经营维护网点客群及社区的关系；
- 负责落实零售客户的资产配置咨询和服务，包括但不限于理财、信托、基金、国债等营销推荐；
- 负责完成团队下达的业绩指标；
- 负责理财双录和投资者教育；
- 完成领导交办的其他工作。
- 年龄原则上不超过35周岁，时间计算至招聘发布之日；
- 大学本科及以上学历；
- 具有2年以上金融行业相关工作经历；
- 熟悉银行理财、基金、保险等金融知识，对银行财富管理有较强的兴趣，持有AFP\CFP等资质的优先考虑；
- 认同我行企业文化，具有奋斗精神，具备良好的客户服务意识和沟通能力；
- 不属于我行员工招录回避对象（凡有配偶、直系血亲、三代以内旁系血亲及近姻亲在我行及全资子公司工作的均属于招录回避对象）。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Jul 31, 2026
- Last checked: Oct 19, 2026
- Listed for: 80 days
- Location: 丽水[Apply on Bank Of Hangzhou’s careers site →](https://myjob.hzbank.com.cn/hzzp-apply-web/static/index.html#/employDesc/27158561)

## More jobs at Bank Of Hangzhou

### [丽水分行营销培训生(小微金融方向)](https://jobs.opennash.com/companies/bank-of-hangzhou/jobs/6b4495453ce89ab60e9b/)

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### [丽水分行营销培训生(零售金融方向)](https://jobs.opennash.com/companies/bank-of-hangzhou/jobs/93f34dc08515f2ea9eba/)

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### [丽水分行运营培训生(综合柜员方向)](https://jobs.opennash.com/companies/bank-of-hangzhou/jobs/432a8495a1309151f6b8/)

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### [公司客户经理（含团队长）](https://jobs.opennash.com/companies/bank-of-hangzhou/jobs/2a1dcc64ce68936532eb/)

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### [小微客户经理（含团队长）](https://jobs.opennash.com/companies/bank-of-hangzhou/jobs/d4fd1c4e2360b65175ac/)

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