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China Merchants Bank · 衡阳市

# 金葵花客户经理（衡阳）

衡阳市 

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=A1D1D38E-F8BC-49B0-A1D9-183813C70E58)

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

## Job description

### Responsibilities
- 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；
- 掌握理财、存款、基金、保险、黄金等产品专业知识，了解金葵花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资讯服务；
- 掌握金葵花客户的各项权益活动，负责金葵花卡客群的挖掘、经营与维护，建立金葵花客群客户关系网络；
- 配合总分行制定的重点发展业务，执行标准流程完成产品销售，达成业绩目标，并做好售后管理；
- 做好金葵花及以上客户的深耕经营，以客户为中心，为客户创造价值，实现高端客户的提升和输送；

### 工作地点
- 衡阳市。 Requirements
- 本科及以上学历；零售财富管理工作经验不少于1年；
- 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等相关专业资格者优先
- 在原单位个人业绩突出，且无违规违纪行为；
- 具备较强的销售意识、学习能力、语言及文字表达能力及团队合作精神，能承受一定的工作压力；
- 符合我行近亲属回避制度要求。

## 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: 衡阳市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=A1D1D38E-F8BC-49B0-A1D9-183813C70E58)

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

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