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Private Client Advisor III Duties: 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. 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. 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.
Qualification and Experience
Qualifications: Bachelor’s degree; Trust School, law degree / LLM and/or CTFA preferred. Excellent knowledge of wealth transfer planning, taxation, estate planning and wealth management products and services acquired through extensive work related experience and continuing education. Client centric and desire to exceed client expectations. Excellent relationship management, networking and business development skills.Excellent communication skills; both written and verbal. Demonstrated ability to expand revenue, assets and client base. Strong analytical, problem solving and critical thinking skills. Proactive time management and prioritization skills. Positive attitude and works well in a team environment. Collaborate proactively with internal partners to identify and service unique client needs.
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