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China Merchants Bank · 珠海市

# 私人银行客户经理

珠海市 

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=4C8D9BD9-CA24-43B5-930D-C6C21BD9A4C8)

[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
- 负责开拓私人银行新客户及提升客户总资产，挖掘潜力客户；
- 负责存量私人银行客户维护，减少客户流失以及对流失客户的挽留提升工作；
- 负责了解客户个性化产品和增值服务需求并达成目标;
- 根据客户需求，在投资顾问的协助下给客户出具投资建议书，并执行资产配置；
- 完成考核期内相关的业务指标。 Requirements
- 具有3年及以上银行零售金融业务（财富管理）工作经验或2年以上私人银行工作经验，品行端正；
- 具备较强的沟通能力、学习能力、市场营销能力及客户服务意识；
- 熟悉资本市场，掌握各类金融产品与服务，具备一定独立分析能力和高端客户管理能力；
- 持有银行业从业资格、基金从业资格、保险从业资格等相关资格证书；持有AFP、CFP、CFA等相关专业资格者优先；
- 遵守监管要求和相关规章制度，无不良行为纪录，符合我行亲属回避要求。

## 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
- Location: 珠海市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=4C8D9BD9-CA24-43B5-930D-C6C21BD9A4C8)

## More jobs at China Merchants Bank

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### [批发团队长](https://jobs.opennash.com/companies/china-merchants-bank/jobs/6bd74d83f85adb78bfd1/)

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