Wouldn't it be great to build your career at a bank that's known for helping people with their financial challenges? That's exactly what you'd be doing when you join the team at Commerce Bank. We're looking for teammates who are ready to do whatever it takes to help our customers with their everyday financial needs. You'd be helping yourself too, because Commerce has a tradition of recognizing and rewarding team members for their talent, skills and contributions.
No wonder we've been an industry leader for over 150 years and have developed a reputation as a great place to work in the financial services world. If you'd like to be a part of a team and culture that is respected by its peers and in your community, we should talk. We're always looking for the best and brightest.
Since 1906, Commerce Trust Company, a division of Commerce Bank, has been a leading provider of investment management, financial planning, trust and private banking services. Commerce Trust Company provides a full range of wealth and investment planning services to individuals and institutions. We build a comprehensive team around our client's unique personal and financial situation, managing their wealth and helping them achieve their long-term goals. Commerce Trust Company received the 2019 Highly Commended Private Wealth Manager Award (Over $5 Billion) by Private Asset Management and 2021 Global Finance's Best Private Banking Award for the Midwest Region. The Commerce Trust Company administers over $70 billion in total client assets.
About This Job
As a Private Client Advisor, you'll take a full-service approach to wealth management with your clients. Private Client Advisors develop an in depth understanding of the client's wealth related and personal goals, help protect client's wealth, and navigate the process of setting up a trust. Our team works with clients to recognize potential risks, identify ways to minimize exposure and keep clients in control of their financial future through trusts, probate administration, charitable trusts, and more.
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
Knowledge, Skills & Abilities Required
Strong knowledge of relationship management services, such as wealth transfer planning, taxation, estate planning and wealth management products and services acquired through extensive work-related experience and continuing education
Strong relationship management, networking and business development skills
Demonstrated ability to expand revenue, assets and client base
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
Advanced level proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor's degree or equivalent combination of education and experience required