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China Merchants Bank · 上饶市

# 私人银行客户经理

上饶市 

Listed on China Merchants Bank’s official careers site. Listed as of October 19, 2026. Check that it is still open and apply there.
[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=E226BC77-C97B-4815-AC89-B92235D600F0)

[OpenNash Jobs](https://jobs.opennash.com/) / [China Merchants Bank](https://jobs.opennash.com/companies/china-merchants-bank/) / 私人银行客户经理

## Job description

### Responsibilities
- 负责协同支行经营潜力达标私行客户，挖掘和开拓私人银行新客户；
- 负责顾问式专业经营，定期与客户进行沟通；
- 负责私行客户关系维护，了解客户非金融服务需求，为客户提供我行的相关非金融增值服务建议；
- 负责协调整合行内资源，为客户在企业金融服务、法税咨询服务等方面提供协同服务。 Requirements
- 大学本科（含）及以上学历；获得基金、保险等财富类岗位基本资格证书；获得AFP证书，或考取CFP/CFA等证书者优先；
- 具备五年以上财富管理岗位经验，有同业私人银行客户服务经验优先；
- 了解宏观政策与经济形势，熟悉银行内部各类金融产品、业务操作流程，了解外部市场情况及相关法律法规；
- 具备较强的资源整合能力及沟通能力；品行端正，无不良记录；具备较好的持续学习能力及较强的合规意识；
- 符合招商银行近亲属回避的要求。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Jul 19, 2026
- Last checked: Oct 19, 2026
- Listed for: 92 days
- Location: 上饶市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=E226BC77-C97B-4815-AC89-B92235D600F0)

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

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