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China Merchants Bank · 温州市

# 理财经理

温州市 

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=3085D55C-7413-46A6-AD2E-91CA9D8E777B)

[OpenNash Jobs](https://jobs.opennash.com/) / [China Merchants Bank](https://jobs.opennash.com/companies/china-merchants-bank/) / 理财经理

## Job description

### Responsibilities
- 通过挖掘零售潜力客户，开拓新客户及新增客户总资产，做好财富客户的深耕经营，实现高端客户的提升和输送；
- 根据客户的金融与非金融需求，提供各项零售综合金融服务，打造最佳客户服务体验；
- 掌握各项权益活动，负责财富客群的挖掘、经营与维护，建立客群客户关系网络；
- 负责了解境内外宏观经济、政策形势和资本、外汇及商品市场的走势，并将行内机构观点传递给客户；
- 掌握理财、存款、基金、保险、黄金等产品专业知识，了解客户的资产配置状况及投资属性，主动发掘客户需求，为客户提供全面的理财咨询与咨询服务，根据客户风险属性，向客户出具各类投资理财建议，并执行资产配置和跟踪检视等工作。 Requirements
- 本科及以上学历，品行端正，无不良记录；
- 具备两年及以上银行工作经验，且具备相应岗位的工作经历，持有基金从业资格、保险从业资格、AFP、CFP等专业证书者优先；
- 熟悉财富管理、客户管理营销相关知识，具有较强的沟通协调能力及一定的文字综合能力；
- 具备较强的责任心，良好的学习、沟通、协作及开拓创新能力，能承担较大的工作压力；
- 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: 温州市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=3085D55C-7413-46A6-AD2E-91CA9D8E777B)

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

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