Private Client Advisor - Commerce Trust
Commerce Bank(2 months ago)
About this role
The Private Client Advisor at Commerce Trust provides comprehensive wealth management and customized financial solutions for a portfolio of high-net-worth, fiduciary, and investment clients. The role serves as the primary relationship manager, coordinating with internal partners and external advisors to deliver integrated trust, investment, estate, tax, insurance, and banking services. The position focuses on building multi-generational relationships and ensuring an exceptional client experience.
Required Skills
- Trust Services
- Relationship Management
- Client Service
- Wealth Management
- Financial Planning
- Estate Planning
- Taxation
- Investment Management
- Business Development
- Communication
+1 more
Qualifications
- Bachelor's Degree
- CFP
- CTFA
- CPA
- JD
About Commerce Bank
commercebank.comCommerce Bank offers personal and business banking, checking, mortgages, loans, investing, credit cards & more. Visit us online or at one of our locations.
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