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In-House
Attorney
Trusts and Estates
Private Client Advisor I The candidate will be accountable for the delivery of comprehensive advice and customized wealth management solutions for high net worth clients and families. Will effectively manage a portfolio of relationships comprised of fiduciary and investment management clients, and in their role as relationship manager is accountable for the overall client experience. As a trusted advisor 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. In addition 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. A Bachelor's degree; Trust School, law degree / LLM and/or CTFA preferred. Must have excellent knowledge of wealth transfer planning, taxation, estate planning and wealth management products and services acquired through extensive work related experience and continuing education. Should have excellent relationship management, networking and business development skills. Must have excellent communication skills; both written and verbal.
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