[Skip to main content](#main-content)

[OpenNash Jobs](https://jobs.opennash.com/)
[Hiring report](/reports/hiring/) · [All China Merchants Bank jobs](https://jobs.opennash.com/companies/china-merchants-bank/) · [Search jobs](/search/)

China Merchants Bank · 漳州市

# 私人银行客户经理

漳州市 

Listed on China Merchants Bank’s official careers site. Listed as of October 12, 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=77F395CC-8DC5-4995-A6A4-A727BE1BEFD5)

[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
- 负责开拓私人银行新客户及新增客户总资产，提升潜力客户及客户总资产；
- 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；
- 负责定期了解客户身份、账户及交易信息，做好尽职调查与反洗钱工作。 Requirements
- 本科（含）以上学历，具有两年（含）以上相关岗位工作经验；
- 品行端正、形象良好、责任心强，具备较强的沟通能力、学习能力、市场营销能力、AI工具使用能力及客户服务意识；
- 熟悉资本市场，掌握各类金融产品与服务，具备一定独立分析能力和高端客户管理能力；
- 持有基金从业资格证书、保险代理人资格证书、复杂产品销售资格等相关上岗资格证书，通过AFP、CFP认证者优先。

## At a glance
- Posted by the employer: Not stated
- First seen by OpenNash: Oct 12, 2026
- Last checked: Oct 12, 2026
- Listed for: Under a day
- Location: 漳州市[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=77F395CC-8DC5-4995-A6A4-A727BE1BEFD5)

## More jobs at China Merchants Bank

### [大中企业客户经理](https://jobs.opennash.com/companies/china-merchants-bank/jobs/774a3796f054350fd3c4/)

漳州市

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

三亚市

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

海口市

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

青岛市

### [业务发展岗（公司资产业务方向）](https://jobs.opennash.com/companies/china-merchants-bank/jobs/34a8ae5399bdec7787e3/)

唐山市

## Similar jobs at other companies

### [私人银行客户经理](https://jobs.opennash.com/companies/china-zheshang-bank/jobs/d97eb6bef7fc7401a687/)

China Zheshang Bank · 浙江金华市

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.

OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)