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Private Client Advisor and Trust Officer at Commerce Bank - ApplyBlast

Private Client Advisor and Trust Officer

Commerce Bank

3 months ago

3.9 on Glassdoor

St. Louis, Missouri

Onsite

Full Time

Senior

0 applicants

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About this role

The Private Client Advisor and Trust Officer delivers comprehensive wealth management solutions to high-net-worth clients and their families. This role involves managing complex portfolios, coordinating with internal partners to provide integrated financial services, and maintaining strong client relationships. The position requires developing customized plans that address investment, tax, estate, and banking needs while leveraging expert resources.

Responsibilities

Deliver customized wealth management solutions to high-net-worth clients
Manage portfolios of fiduciary and investment management clients
Coordinate comprehensive financial plans with client advisors
Identify opportunities for investment product sales
Collaborate with internal partners to meet client objectives

Skills

Qualifications

Bachelor's degreeCertified Financial Planner (CFP)Certified Trust Fiduciary Advisor (CTFA)Certified Public Accountant (CPA)Juris Doctorate (JD)

About Commerce Bank

commercebank.com

Headquarters

Kansas City, Missouri, United States

Company Size

1001-5000 employees

Founded

1865

View Profile

Commerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.