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Shanghai Pudong Development · 苏州（含昆山、常熟、张家港、太仓、吴江）

# 理财经理岗

苏州（含昆山、常熟、张家港、太仓、吴江） 

Listed on Shanghai Pudong Development’s official careers site. Posted December 4, 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=10015064&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

负责落实、制订客户维护和营销计划，主动寻找、识别和拓展中高端客户；扩大优质客户群，不断提升所管理的客户金融总资产和客户综合贡献度；在了解、挖掘、识别客户需求的基础上，进行零售银行产品的营销和交叉销售，通过方案式营销满足客户的综合服务需要。 本科及以上学历，2年及以上金融行业（银行、基金、保险）相关从业经验；熟悉零售银行相关业务和产品,具有敏锐的市场判断和较强的综合分析能力；具有市场策划和销售推动能力,适应客户服务较高强度的工作环境；持有AFP、CFP证书的可适当放宽其他条件。

## At a glance
- Posted by the employer: Dec 4, 2025
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 319 days
- Location: 苏州（含昆山、常熟、张家港、太仓、吴江）[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10015064&type=1)

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Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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