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China Merchants Bank · 唐山市

# 金葵花客户经理

唐山市 

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=6CFFE531-4D4C-4D41-BEA7-53E03F2BC18F)

[OpenNash Jobs](https://jobs.opennash.com/) / [China Merchants Bank](https://jobs.opennash.com/companies/china-merchants-bank/) / 金葵花客户经理

## Job description

### Responsibilities
- 主要负责拓展及经营金葵花客群和潜力金葵花客群，持续提升客户在我行总资产，并向上输送高等级客群；
- 协助厅堂进行流量高价值客户承接和经营；
- 根据客户财富管理需求，提供适配的产品和服务；
- 开展客户陪伴，为客户提供售后答疑及持仓优化建议，提升客户体验；
- 提供或转介存、贷、汇综合服务，满足客户综合化银行服务需求；
- 落实总分行要求的其他工作，达成相关经营目标。 Requirements

### 教育背景
- 大学本科及以上学历；

### 从业经验
- 具备2年及以上金融行业从业经验，有财富岗位经验者优先；

### 素质能力
- 有良好的服务意识，具备维护客户关系、建立客户信任的能力。具有客户营销能力，掌握销售技巧，能够理解客户需求、提供合适的解决方案。具备理财、基金、保险等产品销售资质，持有AFP、CFP、CFA等外部资质认证者优先；
- 品行端正，无不良记录，符合招商银行近亲属回避要求。

## 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: 唐山市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=6CFFE531-4D4C-4D41-BEA7-53E03F2BC18F)

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

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