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Shanghai Pudong Development · 上海

理财经理岗

上海

Listed on Shanghai Pudong Development’s official careers site. Posted October 16, 2026. Check that it is still open and apply there.

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Job description

以客户需求为中心,对特定零售客户实现专属经营和客户维护与拓展; 综合产品销售和金融服务; 理财业务新产品的推广工作; 提供个人财富咨询规划; 对客户的风险进行调查、分析和控制。 本科及以上学历;2年以上同业相关岗位工作经验;熟悉并自觉遵守有关经济、金融法律法规和行纪行规。

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