Account managers belong to the marketing positions of banks and are divided into individual account managers (wealth management account managers), corporate account managers and personal loan account managers.

(1) Private account managers mainly serve private customers, that is, individuals. Some banks are called wealth management account managers, whose duties are mainly to maintain old customers, develop new customers, draw deposits and sell banking products. For private account managers, they need to have a variety of financial knowledge such as deposits, national debt, funds, stocks, insurance, gold, foreign exchange, futures and so on. , and provide financial advice and opinions to customers.

(2) Corporate account managers mainly serve corporate customers, that is, governments, institutions, enterprises, companies, etc. Its main duties are to absorb corporate deposits and issue corporate loans.

(3) Personal loan account managers are mainly responsible for the marketing and handling of personal loans such as personal housing loans and auto loans.