Private Client Advisor

Profile

Private Client Advisor

Duties: The candidate will deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families. Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and investment management clients. Maintain a client-centric focus and desire to exceed client expectations. Develop comprehensive plans with the client’s professional advisors and Commerce Trust Company (CTC) partners. Collaborate proactively with internal partners to identify and service unique client needs while managing the overall client experience. Leverage the expertise of internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate planning, insurance, lending, credit, and banking services to meet the client’s goals and objectives. Identify opportunities for the sale of investment management products and trust services. Take on informal leadership roles as needed. Perform other duties as assigned.

Additional Information

Job ID: 30857

Company info

Commerce Bank
1000 Walnut
Kansas City
Missouri
United States 64106
Website : https://www.commercebank.com