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China Merchants Bank · 宁波市、台州市

# 私人银行客户经理

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=76FFBFC7-9A97-4B16-A67B-5ADE2E2746D7)

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

## Job description

### Responsibilities
- 负责经营潜力达标私行客户；
- 负责顾问式专业经营，定期与客户进行沟通，了解客户的财务状况、投资需求和风险承受能力，在投资顾问的协助下为客户出具个性化的资产配置建议书，并进行定期检视跟踪优化工作；
- 负责私行客户关系维护，了解客户非金融服务需求，为客户提供我行的相关非金融增值服务建议；
- 负责协调整合行内资源，为客户在企业金融服务、法税咨询服务等方面提供协同服务，做好尽职调查与反洗钱工作。 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=76FFBFC7-9A97-4B16-A67B-5ADE2E2746D7)

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

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