Private Client Advisor and Trust Officer

Commerce Bank•Clayton, MO

6d•Onsite

About The Position

The Private Client Advisor and Trust Officer provides comprehensive advice and customized wealth management solutions to a portfolio of high-net-worth clients, families, and multigenerational relationships. The role manages fiduciary, IRA, investment management, and custody relationships and is accountable for the overall client experience. The advisor develops an in-depth understanding of clients’ wealth-related and personal goals, then coordinates comprehensive plans with clients’ professional advisors and Commerce Trust partners. Internal partners and specialists help deliver integrated investment, fiduciary, tax, estate planning and settlement, insurance, lending, credit, and banking services. The role also identifies opportunities to sell investment management products and trust services. Commerce Trust is a division of Commerce Bank and provides wealth management services including financial planning, estate and tax planning, investment management, private banking, and trust administration.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
At least 3 years of trust, wealth management, or financial planning experience.
Broad knowledge of wealth management services, including wealth transfer planning, taxation, estate planning, and wealth management products and services, acquired through work experience and continuing education.
Client-centric approach and desire to exceed client expectations.
Strong analytical, problem-solving, and critical-thinking skills.
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent on meeting driving requirements.
Motivated, organized self-starter with strong attention to detail and ability to manage multiple priorities.
Inquisitive, agile team player with excellent written, verbal, and interpersonal communication skills.
Ability to remain adaptable and resilient, maintain an optimistic outlook, and model a positive approach aligned with the company’s culture and Core Values.
Advanced-level proficiency with Microsoft Word, Excel, Teams, and Outlook.
Must be eligible to work in the United States without sponsorship now or in the future.
If considered for the role, candidates must authorize a review of their motor vehicle driving record.

Nice To Haves

Certified Financial Planner (CFP) designation, Certified Trust Fiduciary Advisor (CTFA) designation, or current progress toward earning either designation.

Responsibilities

Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families.
Manage a portfolio of relationships involving fiduciary, IRA, investment management, and custody clients.
Maintain a professional presence and approach, with a strong desire to exceed client expectations.
Develop comprehensive plans with clients’ professional advisors and Commerce Trust partners.
Collaborate proactively with internal partners to identify and service unique client needs while managing the overall client experience.
Coordinate integrated investment, fiduciary, tax, estate planning, estate settlement, insurance, lending, credit, and banking services to meet clients’ goals and objectives.
Identify opportunities to sell investment management products and trust services.
Perform other duties as assigned.