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China Merchants Bank · 宁波市、台州市

# 零售理财客户经理

宁波市、台州市 

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=199271A0-E14A-42A4-BA12-BA60940B0C2E)

[OpenNash Jobs](https://jobs.opennash.com/) / [China Merchants Bank](https://jobs.opennash.com/companies/china-merchants-bank/) / 零售理财客户经理

## 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，提供资产配置建议；
- 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 1.本科及以上学历； 2.2年以上银行相关岗位工作经历； 3.具有较强营销能力及市场拓展能力。

## 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: 宁波市、台州市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=199271A0-E14A-42A4-BA12-BA60940B0C2E)

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

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