Private Client Advisor – Commerce Trust

Commerce Bank•St. Louis, MO

23h•$72,500 - $163,000•Onsite

About The Position

The Private Client Advisor (PCA) and Trust Officer is accountable for the delivery of comprehensive advice and customized wealth management solutions for a portfolio of relationships comprised of fiduciary, investment management, and custody clients. In their role as relationship manager, they are accountable for the overall client experience. The PCA's book of business consists of high-net-worth clients and their families, and multi-generational relationships. As a trusted advisor, the PCA must develop an in-depth understanding of the client’s wealth-related and personal goals and coordinate the development of a comprehensive plan with the client’s professional advisors and Commerce Trust partners. Additionally, the PCA will leverage the expertise of internal partners and expert resources to ensure integrated delivery of investment, fiduciary, tax, estate settlement, insurance, planning, credit, and banking services to meet the client’s goals and objectives. Key components of the position include trust experience, relationship management experience, client-facing service skills, and wealth management experience.

Requirements

Broad knowledge of wealth management services, such as wealth transfer planning, taxation, estate planning and wealth management products and services acquired through work-related experience and continuing education
Client centric 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 upon meeting all driving requirements
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Advance level proficiency with Microsoft Word, Excel, Teams, and Outlook
Bachelor’s degree or equivalent combination of education and experience required
3+ years of trust, wealth management or financial planning experience required

Nice To Haves

Certified Financial Planner (CFP) and/or Certified Trust Fiduciary Advisory (CTFA) designation or current progress towards earning designation preferred

Responsibilities

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 professional presence and approach with a strong 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
Perform other duties as assigned