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Shanghai Pudong Development · 北京

# 私人银行中心主任

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=10022919&type=1)

[OpenNash Jobs](https://jobs.opennash.com/) / [Shanghai Pudong Development](https://jobs.opennash.com/companies/shanghai-pudong-development/) / 私人银行中心主任

## Job description

统筹负责私行中心日常管理工作，提升中心整体运营效率与人员效能，确保团队各项业务经营目标达成。统筹开展私行中心公私联动、外部合作渠道搭建，构建高净值客户常态化获客体系。负责私人银行客户的维护和拓展，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，结合银行企业主、企业高管客群和区域高净值客户特点，实现各类零售金融产品、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；5年及以上相关岗位工作经验，其中不少于2年团队管理经验；熟悉私人银行金融产品与服务，具备较强的客户市场开拓能力，能够根据客户的个性化需求，提供专业资产配置等综合金融服务方案；具备高度的责任心，较强的沟通影响力、持续学习能力和团队协作能力；具有AFP、CFP、CFA资格、基金保险等销售资格证书优先。

## At a glance
- Posted by the employer: Sep 23, 2026
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 26 days
- Location: 北京[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10022919&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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