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Bank Of Shanghai

# 财富管理与私人银行部私人银行投资顾问岗

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=8350b208-b180-417b-a798-0728ae113144)

[OpenNash Jobs](https://jobs.opennash.com/) / [Bank Of Shanghai](https://jobs.opennash.com/companies/bank-of-shanghai/) / 财富管理与私人银行部私人银行投资顾问岗

## Job description

岗位职责
- 持续跟踪市场动态、经济趋势和投资产品，进行深度研究和分析，整合提炼市场动态资信；
- 定期制定与发布资产配置策略，提供专业投资建议；
- 根据客户需求挖掘市场优质产品，推动定制化产品的需求发起与落地；
- 做好私人银行重点客户陪谈与活动支撑，对分支行私行业务与目标完成进行推进与督导；
- 整合行内外各类金融与非金融资源，推动复杂金融方案的实施与持续服务。 任职要求 1、本科及以上学历； 2、具备财富管理、投资管理、个人金融、公司金融等相关领域的知识储备，熟悉市场与相关行业； 3、5年以上银行、券商、投行、信托、基金、保险等金融机构工作经历；有私人银行客户经营、产品投研等相关工作经历者优先； 4、持有CFP、CFA、CPB等证书者优先； 5、具有积极的客户服务意识、良好的沟通表达能力、逻辑分析能力、压力承受能力。

## 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[Apply on Bank Of Shanghai’s careers site →](https://bosc.zhiye.com/socialdetail?jobAdId=8350b208-b180-417b-a798-0728ae113144)

## 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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