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Shanghai Pudong Development · 北京

# 理财经理岗（贵宾）

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=10022868&type=1)

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

## Job description

负责中高端客户的金融产品营销和客户服务，积极挖掘中高端客户需求，销售银行个人业务相关产品，交叉销售其他产品，管理并拓展个人客户的金融资产，完成本岗位的工作目标；负责制定中高端客户维护和营销计划，提供理财咨询、投资建议、理财规划等全方位的银行理财优质服务，不断提升客户的满意度与贡献度；负责建立、维护、深化客户关系，在了解、挖掘、识别客户需求的基础上，主动寻找、识别和拓展客户，分析和挖掘客户需求，扩大优质客户群；结合客户需求及市场需求，负责提出产品、流程、营销方案等方面的合理化建议及新产品发展趋势，制定满足客户需求的综合理财规划服务方案，进行全面资产配置。 本科及以上学历，具有3年及以上银行工作经验，2年以上理财经理岗位工作经验；具有良好的客户拓展与沟通能力，团队合作及抗压能力好；具有良好的银行风险管理和合规经营意识，无不良记录，为人正派、亲和力强；具有基金、保险销售资格，以及AFP、CFP资质者，优先考虑。

## 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=10022868&type=1)

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