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China Merchants Bank · 长沙市

# 私人银行客户经理

长沙市 

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=5C72F3EE-E27F-40C8-A723-071CF6A4BDCF)

[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
- 通过挖掘零售潜力客户、公私联动、境内外联动、交叉销售、合作商等渠道，开拓私人银行新客户及新增客户总资产；
- 为客户提供投资顾问服务；根据客户风险属性，在投资顾问的协助和督导下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；
- 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；
- 基于市场研究和客户资产配置需求，在投资顾问的协助和督导下，负责为客户解读和挑选合适的资产配置所需的各类产品；负责了解客户个性化产品和增值服务需求并达成目标；负责了解客户在个人融资、公司融资、国际业务、税务、法律等方面的需求，并协调行内外各种资源，协助达成。 Requirements 1.本科及以上学历； 2.2年（含）以上财富管理工作经历，有私钻客户经理或者财富主管从业经验者优先； 3.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； 4.在原单位个人业绩良好，且无违规违纪行为； 5.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: 长沙市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=5C72F3EE-E27F-40C8-A723-071CF6A4BDCF)

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