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Shanghai Pudong Development · 上海

# 私行理财经理岗

上海 

Listed on Shanghai Pudong Development’s official careers site. Posted March 20, 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=10008298&type=1)

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

## Job description

负责私人银行客户维护及拓展新客户，深化客户关系； 对私行客户进行集中管理，经营维护，不断提升所管理客户的金融总资产和综合贡献度，完成私人银行各项营销目标； 根据私人银行客户的需求，为客户提供专业服务、拟定资产管理服务方案，并整合合适的投融资产品，配置相应的产品和服务。 本科及以上学历；2年及以上同业相关岗位工作经验；具有高净值客户营销和私人银行工作经验、持有AFP、CFP、CPB、CFA资格证书等优先；熟悉并自觉遵守有关经济、金融法律法规和行纪行规。

## At a glance
- Posted by the employer: Mar 20, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 213 days
- Location: 上海[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10008298&type=1)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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