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Shanghai Pudong Development · 海口、三亚

# 理财经理岗

海口、三亚 

Listed on Shanghai Pudong Development’s official careers site. Posted March 25, 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=10022739&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

了解并有效识别客户的金融需求，制订和落实满足客户需求的金融服务方案:有效梳理并不断挖掘客户的潜在需求，跟进和调整金融服务方案，深化客户关系;销售我行及第三方理财产品，交叉销售其他产品，管理并拓展个人客户的金融资产，提供理财咨询、投资建议，理财规划等全方位的理财服务等。 大学本科及以上学历；热爱财富业务，具有理财经理经验2年以上；具有良好的沟通能力、团队协作和服务意识；具备较强的责任心和抗压能力，良好的道德品质和职业操守，遵纪守法，无不良纪录。

## At a glance
- Posted by the employer: Mar 25, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 208 days
- Location: 海口、三亚[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022739&type=1)

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