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Bank Of Shanghai

# 上银理财渠道销售

Listed on Bank Of Shanghai’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on Bank Of Shanghai’s careers site →](https://bosc.zhiye.com/socialdetail?jobAdId=643b8bac-9e5f-48c1-aadb-5ff54e634761)

[OpenNash Jobs](https://jobs.opennash.com/) / [Bank Of Shanghai](https://jobs.opennash.com/companies/bank-of-shanghai/) / 上银理财渠道销售

## Job description

岗位职责
- 负责日常渠道销售工作，包括新产品销售、持续营销、产品促销等，协助制定渠道销售方案并落实（包括市场推广计划、产品宣传等）；
- 负责对重点产品进行研究分析，与营销人员合作，完成相应的推荐及路演材料，配合产品经理及投资经理路演及培训；
- 熟悉投资经理的投资运作，对产品运作情况和业绩进行汇总分析，负责解答、反馈客户咨询、投诉等日常事务，与相关部门沟通产品和流程优化需求，提升客户满意度；
- 负责行外代销渠道拓展，包括金融业代销渠道和互联网业代销渠道。 任职要求 1、本科及以上学历，经济、金融、营销、管理等相关专业； 2、3年及以上相关工作经验，熟悉银行零售业务，熟悉财富管理业务产品及服务，了解相关业务流程； 3、工作细致、认真、有责任心，有较强的沟通协调以及语言表达能力； 有公募基金、券商资管渠道工作经验者优先。

## 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[Apply on Bank Of Shanghai’s careers site →](https://bosc.zhiye.com/socialdetail?jobAdId=643b8bac-9e5f-48c1-aadb-5ff54e634761)

## More jobs at Bank Of Shanghai

### [上海地区分行实习生](https://jobs.opennash.com/companies/bank-of-shanghai/jobs/8865743824e63140c854/)

### [上海地区分行实习生-上海财经大学](https://jobs.opennash.com/companies/bank-of-shanghai/jobs/cf84dd1552adf0e83abb/)

### [上海地区分行日常实习生-运营岗](https://jobs.opennash.com/companies/bank-of-shanghai/jobs/bf0031ebf0808a2d7fcb/)

### [上海地区分行日常实习生（上外）-客户经理岗](https://jobs.opennash.com/companies/bank-of-shanghai/jobs/0e98ce1123ce18072c32/)

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

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