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Shanghai Pudong Development · 武汉

# 私人银行投资顾问岗

武汉 

Listed on Shanghai Pudong Development’s official careers site. Posted August 5, 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=10017489&type=1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Shanghai Pudong Development](https://jobs.opennash.com/companies/shanghai-pudong-development/) / 私人银行投资顾问岗

## Job description

负责私人银行高净值客户需求挖掘与专业服务，协同经营机构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；定期开展资产组合复盘沟通，及时出具调整优化建议；协同经营机构做好客户深度经营，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，为客户提供境内外一体化综合化服务；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等。 大学本科及以上学历；具有5年以上金融机构、相关行业或相关岗位工作经验；经济、金融等相关专业背景；熟悉各类金融产品及市场情况；能熟练使用各类办公软件。

## At a glance
- Posted by the employer: Aug 5, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 79 days
- Location: 武汉[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10017489&type=1)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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