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Shanghai Pudong Development · 宁波、台州

# 理财经理岗（贵宾）

宁波、台州 

Listed on Shanghai Pudong Development’s official careers site. Posted June 12, 2026. Check that it is still open and apply there.
[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022927&type=1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Shanghai Pudong Development](https://jobs.opennash.com/companies/shanghai-pudong-development/) / 理财经理岗（贵宾）

## Job description

了解并有效识别客户的金融需求，制订和落实满足客户需求的金融服务方案；有效梳理并不断挖掘客户的潜在需求，跟进和调整金融服务方案，深化客户关系；销售我行及第三方理财产品，交叉销售其他产品，管理并拓展个人客户的金融资产，提供理财咨询、投资建议、理财规划等全方位的理财服务，满足客户需求等。 本科及以上学历；具有2年及以上经济金融相关岗位工作经验；熟悉个人金融产品和相关政策法规；具备良好的沟通能力和亲和力；特别优秀者，条件可适当放宽。

## At a glance
- Posted by the employer: Jun 12, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 129 days
- Location: 宁波、台州[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022927&type=1)

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

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