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Shanghai Pudong Development · 广州

# 理财经理岗（私人银行）

广州 

Listed on Shanghai Pudong Development’s official careers site. Posted December 2, 2025. Check that it is still open and apply there.
[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022268&type=1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Shanghai Pudong Development](https://jobs.opennash.com/companies/shanghai-pudong-development/) / 理财经理岗（私人银行）

## Job description

负责私人银行客户的维护及拓展，为客户提供私人银行专属产品和服务，落实完成私人银行各项业务经营目标；负责根据私人银行客户的需求，会同投资顾问为客户提供财富规划和专业资产配置建议方案，不断提升所服务客户金融总资产和客户综合贡献度；负责充分挖掘、识别客户需求，积极整合资源，结合分行企业主、企业高管客群和区域高净值客户特点，实现本行各类零售金融产品、公司投行业务的营销和交叉销售；对客户资产配置及私人银行产品进行跟踪检视，动态调整；负责对客户的风险调查、评估、分析和控制，坚持合规销售和规范操作。 本科及以上学历；具备至少3年以上的零售营销岗位工作经验；熟悉私人银行产品和服务，熟悉各类投资市场，能够为客户提供专业资产配置方案，能够根据客户的个性化需求为客户提供综合金融服务方案；诚实守信、爱岗敬业、有团队精神，熟悉银行金融产品和服务，对私人银行业务发展有强烈的兴趣和事业心；持有基金、保险从业资格证书；具有高净值私行客户营销和私人银行工作经验、持有AFP、CFP、CFA等资格证书者优先。

## At a glance
- Posted by the employer: Dec 2, 2025
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 321 days
- Location: 广州[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022268&type=1)

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### [投资顾问岗（私人银行）](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/b043103896be6e204958/)

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