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Bank Of Shanghai

# 零售业务部远程银行中心远程客户经理

Listed on Bank Of Shanghai’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on Bank Of Shanghai’s careers site →](https://bosc.zhiye.com/socialdetail?jobAdId=d6e5263c-2b50-4114-8aff-369b0c460fc9)

[OpenNash Jobs](https://jobs.opennash.com/) / [Bank Of Shanghai](https://jobs.opennash.com/companies/bank-of-shanghai/) / 零售业务部远程银行中心远程客户经理

## Job description

岗位职责
- 为零售客户(集约化客群）提供远程综合金融服务，通过电话、企业微信、人机协同等经营渠道，为客户提供财富类、账户类、功能类服务，提升客户的粘性和综合贡献；
- 分析辖内远程管户客户的特征，挖掘客户财富类需求，为客户进行财富类产品的综合配置。根据市场变化、行内经营策略，为客户进行理财、存款等财富产品配置，定制综合化金融服务方案，实现客户财富资产配置；
- 执行并落地各类客户经营策略，运营智能化工具做好客户全流程经营场景追踪，持续做好客户陪伴、提升客户与我行粘性，实现中高端客户挖掘和输送；
- 研究客户经营策略，优化对客话术、挖掘营销时机、利用数字化工具实现多渠道协同经营策略落地，编写优秀经营案例。 任职要求
- 本科及以上学历；
- 具备2年及以上银行从业经验；
- 具备良好的语言表达和沟通能力、客户服务和经营意识，责任心强，具有一定的抗压能力；
- 持有银行从业资格证、基金从业资格证、AFP、CFP理财资质及其他财富管理类相关证书优先。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 19, 2026
- Last checked: Oct 19, 2026
- Listed for: Under a day[Apply on Bank Of Shanghai’s careers site →](https://bosc.zhiye.com/socialdetail?jobAdId=d6e5263c-2b50-4114-8aff-369b0c460fc9)

## More jobs at Bank Of Shanghai

### [上海地区分行实习生](https://jobs.opennash.com/companies/bank-of-shanghai/jobs/8865743824e63140c854/)

### [上海地区分行实习生-上海财经大学](https://jobs.opennash.com/companies/bank-of-shanghai/jobs/cf84dd1552adf0e83abb/)

### [上海地区分行日常实习生-运营岗](https://jobs.opennash.com/companies/bank-of-shanghai/jobs/bf0031ebf0808a2d7fcb/)

### [上海地区分行日常实习生（上外）-客户经理岗](https://jobs.opennash.com/companies/bank-of-shanghai/jobs/0e98ce1123ce18072c32/)

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

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