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Shanghai Pudong Development · 北京

# 财富顾问岗

北京 

Listed on Shanghai Pudong Development’s official careers site. Posted September 23, 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=10022929&type=1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Shanghai Pudong Development](https://jobs.opennash.com/companies/shanghai-pudong-development/) / 财富顾问岗

## Job description

熟悉宏观经济分析框架，敏锐洞察金融市场动态，覆盖理财、保险、公募/私募、信托、贵金属、跨境金融等多元化投资工具；具备跨市场（股、债、汇、商）联动分析能力及产品整合能力；具备扎实的资产配置理论与投资组合构建能力，能够根据客户风险偏好实施“量身定制”的配置方案；具备合规销售意识，能前瞻性识别并揭示产品风险；具备高净值客户关系维护与深度经营能力，善于挖掘客户显性与隐性需求（包括财富增值、保全、传承、税务筹划等）；具备良好的口头与书面表达能力，擅长对客有效沟通投资策略；能够胜任高净值客户沙龙、投资策略会的主讲/业务宣讲工作；保持对新业务、新产品、新法规的高度敏感与学习热情，具备业务创新思维，能适应市场快速迭代。 本科及以上学历；原则上具备5年及以上金融行业从业经验；3年及以上高净值客户（或财富管理）一线营销服务经验，或1年及以上财富管理产品经理/投研支持经验；须持有理财经理岗位必备资格证书，如基金从业资格证书、保险、AFP（金融理财师）等相应执业资格；CFP（国际金融理财师）、CFA（特许金融分析师）或通过相关核心科目者优先。

## At a glance
- Posted by the employer: Sep 23, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 79 days
- Location: 北京[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022929&type=1)

## More jobs at Shanghai Pudong Development

### [二级支行行长岗](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/4eec7dfc209a0c422874/)

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### [客户经理岗（公司）](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/8a95c6f783dab4ad8a54/)

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### [客户经理岗（金融机构）](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/dc0cc1ddd0dc7ad812e4/)

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### [投资顾问岗（私人银行）](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/bdc696165c76d0de9e10/)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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