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China Merchants Bank · 宁波市

# 财富顾问

宁波市 

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=5BC18900-3903-40A2-A97D-BC07B6824136)

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

## Job description

### Responsibilities
- 建立和督导执行客户经理的专业学习制度，定期组织客户经理进行市场研究、产品解读、客户经理工作方法和客户深度经营等方面的学习和培训；
- 在客户经理服务过程中，参与客户会谈，协助和督导客户经理向客户出具各类投资理财建议、进行客户资产及产品配置、客户资产跟踪检视等工作；
- 对境内外宏观经济、政策形势及商品市场进行研究分析，举办面向“金葵花”客户的市场分析、投资策略报告会；
- 负责将中台财富策略有效传导至一线、确保策略高效落地执行，协助客户经理做好中高端客户陪谈，提升综合支行内部理财经理业务能力。 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.具有较强的沟通协调能力和策略传导执行能力。

## 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[Apply on China Merchants Bank’s careers site →](https://career.cmbchina.com/positionDetail/social?publishId=5BC18900-3903-40A2-A97D-BC07B6824136)

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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.

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