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Shanghai Pudong Development · 合肥、芜湖、马鞍山、铜陵、淮南、安庆、蚌埠、宣城、滁州、阜阳

# 理财经理岗

合肥、芜湖、马鞍山、铜陵、淮南、安庆、蚌埠、宣城、滁州、阜阳 

Listed on Shanghai Pudong Development’s official careers site. Posted August 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=10023096&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，为客户提供适用的产品或产品组合； 负责零售客户的维护、开拓和管理，巩固存量客户营销成果，获取新客户群体； 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； 负责制订并营销满足客户需求的综合理财规划服务方案，不断提升客户金融总资产和客户综合贡献度等。 本科及以上学历；具备2年以上银行营销工作经验；具备良好的销售、自我管理及客户服务能力；具备良好的沟通能力与亲和力；熟悉个人金融产品和相关政策法规，对金融市场和客户需求有一定的敏感度，了解证券、基金、保险等各类金融产品；具有AFP/CFP专业证书者优先。

## At a glance
- Posted by the employer: Aug 20, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 60 days
- Location: 合肥、芜湖、马鞍山、铜陵、淮南、安庆、蚌埠、宣城、滁州、阜阳[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10023096&type=1)

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上海

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