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Shanghai Pudong Development · 长沙

# 理财经理岗

长沙 

Listed on Shanghai Pudong Development’s official careers site. Posted April 13, 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=10020433&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

负责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；积极向客户推介基金、保险、贵金属、信托等各类理财产品；主动挖掘客户融资需求，进行零售银行产品的营销和交叉销售，规范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。
- 大学本科及以上学历，相关岗位2年及以上经验。
- 熟悉个人金融产品和相关政策法规，对金融市场和客户需求有一定的敏感度，了解证券、基金、保险等各类金融产品；
- 具有良好的客户拓展与沟通能力，团队合作及抗压能力好；
- 持有基金从业资格、AFP、CFP资质者，优先考虑。

## At a glance
- Posted by the employer: Apr 13, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 189 days
- Location: 长沙[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10020433&type=1)

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