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Shanghai Pudong Development · 西宁

# 理财经理岗

西宁 

Listed on Shanghai Pudong Development’s official careers site. Posted June 22, 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=10022978&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
- 负责银行个人金融业务的产品营销和客户服务管理并拓展个人客户的金融资产，完成本岗位的工作目标。
- 负责制定客户维护和营销计划，不断提升客户的满意度与贡献度。
- 负责建立、维护、深化客户关系，分析和挖掘客户需求，扩大优质客户群。
- 结合客户需求及市场需求，负责提出产品、流程、营销方案等方面的合理化建议及新产品发展趋势。
- 参与策划并做好各类营销推广活动等。
- 中共党员优先。
- 本科及以上学历。
- 熟悉商业银行客户经营市场形势，熟练掌握场景获客的相关知识。
- 具有良好的学习能力、沟通协调、语言表达、文字组织和团队协作能力。
- 无违法违纪或银行监管违规等不良行为纪录。
- 应聘理财经理岗位的，具有基金从业资格证、AFP、CFP资质者，优先考虑。
- 符合我行亲属回避相关要求。

## At a glance
- Posted by the employer: Jun 22, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 119 days
- Location: 西宁[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022978&type=1)

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### [客户经理岗（零售）](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/cc97cafa903471b00e65/)

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