Private Client Advisor and Trust Officer

Commerce Bancshares
St. Louis
Workplace: OnsiteFull timeUSD 93,000 - 163,000 annuallyFunction: Finance & AccountingExperience: 5+ yearsEducation: bachelorsSkills: ["Client-centric","Analytical thinking","Problem solving","Communication","Self-starter"]

Deliver comprehensive advice and customized wealth management solutions for high-net-worth individuals and families, managing a portfolio of fiduciary, IRA, and investment management relationships while owning the overall client experience. Develop in-depth understanding of clients’ wealth and personal goals, coordinate comprehensive plans with professional advisors and trust partners, and integrate investment, fiduciary, tax, estate, insurance, credit, and banking services. Proactively identify opportunities to sell investment and trust services and provide informal leadership under a tiered support model.

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Commerce Bancshares
Commerce Bancshares
1 month ago

Private Client Advisor and Trust Officer

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Last checked: 1 day agoStatus: Live

Job Summary

Deliver comprehensive advice and customized wealth management solutions for high-net-worth individuals and families, managing a portfolio of fiduciary, IRA, and investment management relationships while owning the overall client experience. Develop in-depth understanding of clients’ wealth and personal goals, coordinate comprehensive plans with professional advisors and trust partners, and integrate investment, fiduciary, tax, estate, insurance, credit, and banking services. Proactively identify opportunities to sell investment and trust services and provide informal leadership under a tiered support model.
Location: St. Louis
Workplace: Onsite
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Mid level

Key Responsibilities

  • •Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families.
  • •Manage a portfolio of fiduciary, IRA, and investment management client relationships with a client-centric focus.
  • •Develop comprehensive plans with clients’ professional advisors and trust partners.
  • •Collaborate with internal partners to identify and service unique client needs and manage overall client experience.
  • •Leverage investment and trust expertise to provide integrated delivery across investment, fiduciary, tax, estate planning, insurance, lending, credit, and banking services; identify sales opportunities for investment and trust products.

Pay and Benefits

Salary: USD 93,000 - 163,000 annually
Perks:Health InsuranceDentalVision401kLife InsurancePaid LeavePaid PersonalLearning Budget

Key Requirements

  • •5+ years of high-level client service experience in a similar role, with preference for trust, wealth management, and financial planning.
  • •Bachelor’s degree (or equivalent combination of education and experience).
  • •Strong knowledge of wealth management services including wealth transfer planning, taxation, and estate planning.
  • •Client-focused ability to exceed client expectations and articulate strategies to clients with successful implementation.
  • •Advanced proficiency with Microsoft Word, Excel, Teams, and Outlook, and ability to maintain a valid driver’s license.
Experience:5+ yearsTrustWealth managementFinancial planning
Education:Bachelor's
Skills:Client-centricAnalytical thinkingProblem solvingCommunicationSelf-starter
Licenses:Driver’s license
Certifications:CFPCTFACPAJD
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft TeamsOutlook

Company Brief

Commerce Bancshares
Provides commercial, retail, wealth management, and payment services through its regional banking operations. Commerce Bancshares serves individuals, businesses, and institutions across the Midwest with deposit accounts, lending, treasury, and card solutions.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1865
WebsiteLinkedIn