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Shanghai Pudong Development · 北京

# 投资顾问岗（私人银行）

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=10022796&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

负责私人银行高净值客户需求挖掘与专业服务，协同客户经理为客户定制财富规划与资产配置方案，推动私行专属产品与服务落地；跟踪宏观经济、资本市场与各类金融产品，开展投研分析、策略解读与风险研判，为客户经营与资产配置提供专业支撑；动态监控客户持仓产品，定期开展资产组合复盘沟通，及时出具调整优化建议；协同客户经理做好客户深度经营，提升客户资产稳定性与综合满意度；挖掘客户综合金融需求，面向企业主、企业高管及区域高净值客群，开展零售金融、公司与投行业务及境内外平台融合，为客户提供综合化服务；负责客户风险调查、评估与管控，严格落实合规销售、适当性管理与规范操作要求；参与客户陪谈、投资沙龙与市场宣讲，为团队提供专业赋能与业务支持，提升客户综合贡献度。 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年及以上私行客户一线营销服务经验或投资顾问相关经验；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=10022796&type=1)

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