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Shanghai Pudong Development · 青岛、烟台、威海

# 理财经理岗

青岛、烟台、威海 

Listed on Shanghai Pudong Development’s official careers site. Posted January 1, 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=10019261&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
- 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。 本科及以上学历，具有计算机科学与技术、信息工程、数字科技等理工科专业背景优先；具备2年及以上银行相关岗位工作经历；具备较强的市场拓展、风险防范、沟通协调、营销路演及抗压能力；熟悉商业银行理财、基金、保险等金融产品，能够为客户提供全方位的投资理财咨询建议；取得基金从业资格，具有高端金融理财经验及良好社会资源者优先。

## At a glance
- Posted by the employer: Jan 1, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 291 days
- Location: 青岛、烟台、威海[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10019261&type=1)

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### [客户经理岗（零售）](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/70078d3957bb4c2fb67b/)

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