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Shanghai Pudong Development · 合肥

# 投资顾问岗（私人银行）

合肥 

Listed on Shanghai Pudong Development’s official careers site. Posted June 10, 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=10022923&type=1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Shanghai Pudong Development](https://jobs.opennash.com/companies/shanghai-pudong-development/) / 投资顾问岗（私人银行）

## Job description

负责私人银行客户维护及拓展新客户，深化客户关系； 根据私人银行客户的需求，为客户提供专业服务、拟定资产管理服务方案，整合合适的投融资产品，配置相应的产品和服务； 对私行客户进行集中管理，经营维护，不断提升所管理客户的金融总资产和综合贡献度，完成私人银行各项营销目标； 开展市场研究，对同业私人银行的资产管理配置、权益市场投资等方面进行调研； 完成上级领导交代的其他任务。 本科及以上学历；2年以上金融机构、相关行业或相关岗位工作经验；经济、金融等相关专业；熟练使用各类办公软件。

## At a glance
- Posted by the employer: Jun 10, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 131 days
- Location: 合肥[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022923&type=1)

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