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China Merchants Bank · 长春市

# 投资顾问

长春市 

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=5414C788-7420-4B36-94CF-5FD540C5F4A4)

[OpenNash Jobs](https://jobs.opennash.com/) / [China Merchants Bank](https://jobs.opennash.com/companies/china-merchants-bank/) / 投资顾问

## Job description

### Responsibilities
- 负责落地实施行内私行产品策略；
- 负责制定私行产品的发展目标和策略；
- 负责私行产品的营销推动工作，优化设计营销方案；
- 负责客户经理专业技能培训，包括产品路演、实战演练、客户陪谈、精准辅导等;
- 负责制定产品的售后服务方案，整合分行现有的持仓客户明细，定期结合市场表现及产品持仓情况，提出分行经营建议。 Requirements

### 素质能力
- 具有较强的学习能力、沟通能力与逻辑思维能力；具有较强的语言及文字表达能力；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；品行端正，无不良记录；

### 教育背景
- 大学本科及以上学历；

### 从业经验
- 具备国有银行或大型股份制商业银行从事私行产品经理相关岗位5年（含）以上工作经验；
- 符合招商银行近亲属回避的要求。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 12, 2026
- Last checked: Oct 19, 2026
- Listed for: 7 days
- Location: 长春市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=5414C788-7420-4B36-94CF-5FD540C5F4A4)

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### [系统管理岗](https://jobs.opennash.com/companies/china-merchants-bank/jobs/085fd794d6cdec35b229/)

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

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