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China Merchants Bank · 无锡市

# 私钻客户经理

无锡市 

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=F264AE76-B96E-4324-819D-40BB5697A013)

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

## Job description

### Responsibilities
- 开拓私人银行或钻石级别客户，提升潜力客户和客户总资产；
- 维护与经营现有客户，减少客户流失；
- 负责了解客户个性化产品和服务需求并达成目标；
- 根据客户需求，在投资顾问的协助下为客户出具个性化投资建议书，并执行资产配置；
- 协同专家团队为客户提供家族传承、资产管理、复杂融资方案规划与执行的服务。 Requirements
- 本科及以上学历；
- 具备良好的个人品质和职业道德，清正廉洁，遵纪守法，责任心强，行内外无不良记录；
- 具备2年及以上金融机构零售或批发一线营销岗位工作经历，具备AFP/CFP,CPA,CFA等证书者条件可适当放宽；
- 具备资本市场专业分析能力和产品销售技巧；
- 具备良好的沟通能力，能承担较大的工作压力。

## 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: 无锡市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=F264AE76-B96E-4324-819D-40BB5697A013)

## More jobs at China Merchants Bank

### [公司客户经理](https://jobs.opennash.com/companies/china-merchants-bank/jobs/b2625240dbc1ebd566fc/)

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### [网络管理岗](https://jobs.opennash.com/companies/china-merchants-bank/jobs/2f359a5b480db6f70d48/)

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### [业务助理（三亚）](https://jobs.opennash.com/companies/china-merchants-bank/jobs/dc4e432f8a94416b67c2/)

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### [业务助理（海口）](https://jobs.opennash.com/companies/china-merchants-bank/jobs/734e03596d222fb53d9b/)

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### [业务助理（青岛分行）](https://jobs.opennash.com/companies/china-merchants-bank/jobs/0989ac30921b8d0dd148/)

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OpenNash lists jobs from employers’ own careers sites and does not handle applications.
Dates come from the employer where stated; “first seen” and “last checked” are our own observations.

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