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Bank of Nanjing · 上海

# 上海分行支行理财经理岗

上海 

Listed on Bank of Nanjing’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on Bank of Nanjing’s careers site →](https://job.njcb.com.cn/#/position/social/details?id=30419&bm0000=1098069&zpreqItemId=6278)

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## Job description

岗位职责 负责提供个人客户专业理财服务。向个人中高端客户提供专业投资理财建议和策划，同时为客户配置产品，帮助个人中高端客户达成理财目标 负责开展个人中高端产品组合营销，并提高客户贡献度、忠诚度和满意度 负责发展并维护中高端客户关系，建立并管理客户档案，设计合理化理财方案 负责完成分行下达的各项经营指标等 负责完成支行领导交办的其他工作 招聘条件 遵纪守法，诚实守信，作风正派，清正廉洁 具有正常履行职责的身体条件和心理素质，无不良生活习惯和兴趣爱好 认同本行企业文化，具有较强的事业心、责任心以及学习、沟通和团队协作能力等基本职业素养 胜任岗位工作，具有符合岗位要求的工作能力 符合监管机构关于银行业从业人员的有关要求，以及南京银行亲属回避相关规定 大学本科及以上学历，年龄35周岁（含）以下 具有两年及以上商业银行理财相关从业经验，熟悉各类金融理财产品和服务，具有银行从业（个人理财）、证券、基金、保险从业资格，优先考虑具有AFP、CFA或CFP资格证书者 爱岗敬业，责任心强，有较强的亲和力和客户服务意识，沟通应变能力强,具有较高的风险防范意识 特别优秀者可适当放宽条件

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Jul 30, 2026
- Last checked: Oct 19, 2026
- Listed for: 81 days
- Location: 上海[Apply on Bank of Nanjing’s careers site →](https://job.njcb.com.cn/#/position/social/details?id=30419&bm0000=1098069&zpreqItemId=6278)

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### [上海分行支行个人客户经理岗](https://jobs.opennash.com/companies/bank-of-nanjing/jobs/68f2c88247bc147cc502/)

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### [上海分行支行对公综合客户经理岗](https://jobs.opennash.com/companies/bank-of-nanjing/jobs/9f039c8001fc94b188e4/)

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### [上海分行支行普惠客户经理岗](https://jobs.opennash.com/companies/bank-of-nanjing/jobs/25d918f36345cb993720/)

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### [上海分行支行营销团队经理](https://jobs.opennash.com/companies/bank-of-nanjing/jobs/c6c69be7990c7bf96c64/)

上海

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

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