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Shanghai Pudong Development · 福州

# 理财经理岗

福州 

Listed on Shanghai Pudong Development’s official careers site. Posted June 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=10022031&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
- 产品营销和推广。熟练掌握和应用我行各类零售业务和产品，营销并推广我行的各类个人金融产品；通过对个人客户金融服务需求的不断了解和深入分析，为客户提供适用的产品或产品组合，并负责具体实施。
- 客户开发和维护。负责个人客户的开发维护、市场开拓与营销推进；做好个人客户的关系管理，巩固存量客户营销成果，不断获取并扩大新客户群体。
- 信息收集和反馈。主动建立多维度的信息收集渠道，收集市场信息，包括客户信息及同业信息。了解客户对我行产品和服务的评价，反馈业务操作过程中存在的问题，并从中找到营销切入点或新的营销机会。
- 日常工作。按照我行各项业务制度、管理办法、操作规程的要求，做好营销工作日志记录，及时总结营销经验。主动学习产品知识和营销技能，积极参加各类业务交流与培训，不断提高服务客户的能力。
- 风险防控。按照国家法律法规以及我行制度规定开展合规营销和业务操作。不断提高风险防范意识，切实做到尽职履责，主动采取有效措施，防范各类风险。
- 保守我行商业秘密，遵守银行职业操守，保护我行商业利益。 本科及以上学历；具备2年及以上金融行业相关从业经历；具备金融专业知识、熟悉银行产品业务；具备较强的市场拓展、人际交往和沟通协调能力。

## At a glance
- Posted by the employer: Jun 1, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 140 days
- Location: 福州[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022031&type=1)

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