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Shanghai Pudong Development · 北京

# 理财经理岗

北京 

Listed on Shanghai Pudong Development’s official careers site. Posted September 23, 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=10015270&type=1)

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

## Job description

负责营销并推广我行的各类个人金融产品，通过对个人客户金融服务需求的不断了解和深入分析，为客户提供适用的产品或产品组合，并负责具体实施；负责个人客户的开发维护、市场开拓与营销推进；做好个人客户的关系管理，巩固存量客户营销成果，不断获取并扩大新客户群体；负责建立多维度的信息收集渠道，收集市场信息；按照我行各项业务制度、管理办法、操作规程的要求，做好营销工作日志记录，及时总结营销经验；主动学习产品知识和营销技能，积极参加各类业务交流与培训，不断提高服务客户的能力；按照国家法律法规以及我行制度规定开展合规营销和业务操作；提高风险防范意识，切实做到尽职履责，主动采取有效措施，防范各类风险；遵守银行职业操守，保护我行商业利益。 本科及以上学历；具有2年及以上相关岗位工作经验；具有较强的学习能力、良好的团队精神、纪律意识和合规意识；具备良好的销售、自我管理及客户服务能力；具备吃苦耐劳、不畏艰难、乐于奉献精神；具备一定的数据统计、分析能力，具有较强的文字分析和表达能力；具有AFP、CFP资格者优先，具有相关证券基金和保险资格者优先。

## At a glance
- Posted by the employer: Sep 23, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 26 days
- Location: 北京[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10015270&type=1)

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