[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All Shanghai Pudong Development jobs](https://jobs.opennash.com/companies/shanghai-pudong-development/) · [Search jobs](/search/)

Shanghai Pudong Development · 佛山

# 投资顾问岗（私人银行）

佛山 

Listed on Shanghai Pudong Development’s official careers site. Posted June 25, 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=10023024&type=1)

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

## Job description

负责客户陪谈营销，提供资产检视服务及配置建议；负责组织提升私行或潜在私行客群资产配置达标率及重点产品配置，及时对客户的资产配置达标和再平衡进行调整；负责组织开展面向销售队伍的重点产品、资产配置、营销技巧、市场投资研究、合规销售等赋能培训和实战带教；负责组织全行超高客户一户一策的经营策略制定，为客户量身定制专业财富管理和投资组合方案；推动公私融合、赛道融合、集团协同，落实客户深度经营，广泛开拓私行客户来源，提升规模和收入贡献；负责根据私行客户、潜在家办客户的需求，定制个性化理财产品、信托、资管、基金等产品。 本科及以上学历，具备3年以上金融工作经验，从事公司、金市、金融机构、投行等领域工作岗位优先考虑；有强烈的事业心和责任感，有较强的开拓创新精神与风险合规意识，具备良好的沟通能力、学习能力和团队合作精神，对财富管理工作能主动思考、持续学习、积极执行，能够专业地支撑营销人员参与客户营销。

## At a glance
- Posted by the employer: Jun 25, 2026
- First seen by OpenNash: Aug 1, 2026
- Last checked: Oct 19, 2026
- Listed for: 116 days
- Location: 佛山[Apply on Shanghai Pudong Development’s careers site →](https://job.spdb.com.cn/jobDetail?jobId=10023024&type=1)

## More jobs at Shanghai Pudong Development

### [AI应用工程师](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/2a0db561940e4c21caf1/)

上海

### [AI技术专家](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/2c66d63d186fecfb426b/)

上海

### [AI算法工程师](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/524f46b206198534fab9/)

上海

### [IT前端业务岗](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/f1fb0ae9a53ebea51177/)

武汉

### [IT项目经理岗](https://jobs.opennash.com/companies/shanghai-pudong-development/jobs/d67044ccdf603303e8ba/)

上海

## Similar jobs at other companies

### [投资顾问岗](https://jobs.opennash.com/companies/gf-securities/jobs/d0fa435705e2b0ff2ba2/)

GF Securities · 广州市

### [投资顾问岗-湖南分公司](https://jobs.opennash.com/companies/huatai-securities/jobs/51a9ef3c81943ef5de77/)

Huatai Securities · 长沙市

### [投资顾问岗](https://jobs.opennash.com/companies/gf-securities/jobs/1ffc022dcd9bcf3c25b4/)

GF Securities · 成都市、重庆市、昆明市、攀枝花市

### [投资顾问岗](https://jobs.opennash.com/companies/bank-of-ningbo/jobs/da2f9f3065df8f572488/)

Bank of Ningbo 

### [投资顾问岗](https://jobs.opennash.com/companies/ping-an-insurance/jobs/b419a8ae8ff116afc81d/)

Ping An Insurance Group · 广州市

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)