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East Money Information · 上海市, 中国

# 财富顾问（上海）

上海市, 中国 

Listed on East Money Information ’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on East Money Information ’s careers site →](https://app.mokahr.com/social-recruitment/eastmoney/57970#/job/0a532624-e86c-4150-b4d8-9b0d997419d8)

[OpenNash Jobs](https://jobs.opennash.com/) / [East Money Information ](https://jobs.opennash.com/companies/east-money-information/) / 财富顾问（上海）

## Job description

### 岗位方向

理财方向、两融方向、投顾方向 岗位职责：
- 深度挖掘客户需求，精准推介金融产品，为客户定制个性化资产配置方案，助力客户资产稳健增值；
- 承接客户股票交易、投融资等证券业务咨询，提供覆盖客户全生命周期的财富管理服务；
- 持续深耕客户经营，及时同步市场动态与证券投资资讯，动态跟进客户需求，不断提升客户体验与满意度；
- 实时关注市场行情与产品动态，适时优化客户资产配置策略；
- 完成公司交办的其他工作。

### 任职资格
- 本科及以上学历，取得证券从业资格或基金从业资格者优先；
- 熟悉证券业务，具有金融营销相关工作经验者优先；
- 擅长需求挖掘，沟通表达良好，服务意识与目标感强，能够承受工作压力；
- 具备较强合规意识，具有良好的敬业精神、职业道德和个人信誉。

### 在这里，你将获得
- 券商正式编制，体系化专业培训赋能，完整成长路径；
- 五险一金及补充商业医疗保险，年度免费体检；
- 年度旅行、季度团建、节日礼遇、特色亲属节日礼、多彩企业文化活动等。

## 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
- Location: 上海市, 中国[Apply on East Money Information ’s careers site →](https://app.mokahr.com/social-recruitment/eastmoney/57970#/job/0a532624-e86c-4150-b4d8-9b0d997419d8)

## More jobs at East Money Information 

### [业务支持岗（上海）](https://jobs.opennash.com/companies/east-money-information/jobs/4d917b5a005d837bef3d/)

上海市, 中国

### [基金客服](https://jobs.opennash.com/companies/east-money-information/jobs/6c38f47907ad52aae6e3/)

上海市, 中国

### [客户服务岗](https://jobs.opennash.com/companies/east-money-information/jobs/cf98d71e883996a4bb79/)

上海市, 中国

### [投诉处理专员](https://jobs.opennash.com/companies/east-money-information/jobs/ecb86b6c67abd91580d3/)

上海市, 中国

### [社区管理/网络审核编辑](https://jobs.opennash.com/companies/east-money-information/jobs/e6daafcb9630e3a94474/)

上海市, 中国

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