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Shanghai Pudong Development · 成都（含部分郊县）、乐山、内江、绵阳、德阳、雅安、凉山

# 贵宾理财经理/私行客户经理

成都（含部分郊县）、乐山、内江、绵阳、德阳、雅安、凉山 

Listed on Shanghai Pudong Development’s official careers site. Posted January 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=10022416&type=1)

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

## Job description

1.

### 贵宾理财经理

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。 2.

### 私行客户经理

以客户需求为中心，擅长分析客户的风险承受能力和财富规划目标，擅长个人财富和高净值客户财富规划，具备较强的财富产品和综合金融产品的加载能力，具有较强的金融与非金融服务能力，具有较强的客户维护与拓展能力。 大学本科及以上学历，会计、统计、财务管理专业优先；具备与选拔岗位职责相适应的管理能力、专业能力和沟通能力，工作表现良好；具备一定的文字功底，能熟练使用办公软件者优先，具有会计师、经济师职称者优先。

## At a glance
- Posted by the employer: Jan 20, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 272 days
- Location: 成都（含部分郊县）、乐山、内江、绵阳、德阳、雅安、凉山[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022416&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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