Commerce Bank

Private Client Advisor - Commerce Trust

Commerce Bank

3 months ago
St. Louis County, MO
Onsite
Full Time
Medior
0 applicants
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Commerce Bank
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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.

Skills

Qualifications

Bachelor's DegreeCFPCTFACPAJD
Commerce Bank

About Commerce Bank

commercebank.com

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

About Commerce Bank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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